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The Investment Solutions team within Company Private Wealth Management plays a key role in ensuring that Company Financial Advisors have the tools and capabilities across the investment, lending, and liquidity platforms necessary for delivering great outcomes for our clients. The Investment Products Associate is responsible for partnering with Financial Advisors, Branch Associates, Portfolio Managers, and other Key Partners seeking general information on the investment products available across the platform and will gain valuable first-hand experience in assisting with the day-to-day management of multiple solutions. The Associate will work with various areas of the firm to develop guidelines, tools, and best practices in support of the business, and will also incorporate external and internal feedback to ensure our Clients and Financial Advisors have the appropriate investment resources at their disposal. The Associate should expect to directly support the following Investment Products: Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, and Key Account Relationships.
As an Investment Product Associate, you will:
Serve as a subject matter expert to Financial Advisors, Branch Associates, Portfolio Managers, and other Key Partners to educate them on general inquiries about the platform.
Assist in managing relationships and maintaining in-depth familiarity with the broad platform in support of Company Financial Advisors and Portfolio Managers.
Work with Company internal partners, the field, and associates within Investment Solutions to implement process and service enhancements.
Assist in addressing immediate operational issues regarding the platform with the field.
Assist with mapping Financial Advisor recruits into appropriate products and services.
Handle account-level exception requests from the field.
What makes this opportunity great:
Compelling careers working side-by-side with the best in the business.
Fast paced environment that will enable you to grow as a professional.
Support and flexibility to grow and be your best at work, at home, and in the community.
What we look for:
Bachelor’s Degree and 3+ years of relevant professional experience in the financial services industry required
Series 7 & 66 licensed required within 12 months of start date
Ability to learn and effectively navigate Company’s Private Wealth Management technology platforms (Thomson ONE, ValueOne, Advisory Console, etc.)
Exceptional client service skills including both written and verbal
Strong organizational skills – ability to prioritize and manage multiple tasks simultaneously
Ability to act as a team player, assisting others in the department when necessary
High attention to detail
Strong analytical skills
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