Investment Product Specialist Resume Samples

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Guide the recruiter to the conclusion that you are the best candidate for the investment product specialist job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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  • Pick from the thousands of curated job responsibilities used by the leading companies

  • Tailor your resume by selecting wording that best fits for each job you apply

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SD
S Dickens
Stefan
Dickens
54810 Gibson Flat
Phoenix
AZ
54810 Gibson Flat
Phoenix
AZ
Experience Experience
10/2016 – present
San Francisco, CA
CWM Investment Product Specialist Team Lead-northern California
San Francisco, CA
CWM Investment Product Specialist Team Lead-northern California
10/2016 – present
San Francisco, CA
CWM Investment Product Specialist Team Lead-northern California
10/2016 – present
  • Coordinate with CWM strategy and product development teams to support managed product and brokerage sales development
  • Focus on ongoing advisor development through new advisor training, advanced training workshops/role plays and one to one coaching sessions
  • Lead advisor and focused sales calls and assist with providing investment content
  • Develop and oversee an effective, impactful team of IPS’ aligned against specific sales management priorities and goals
  • Increase CWM assets, and revenue through increased investment sales
  • Serve as primary point of contact for Advisors on investment solutions and strategy
  • Be the CWM investment product subject matter expert
07/2010 – 08/2016
Boston, MA
CWM Investment Product Specialist
Boston, MA
CWM Investment Product Specialist
07/2010 – 08/2016
Boston, MA
CWM Investment Product Specialist
07/2010 – 08/2016
  • Series 7, 66 registration
  • Consultative nature and personality
  • Partner with Regional Director, Market Director and Supervisory Managers to grow investment business, coach advisors, recruit external advisors and mitigate risk within the region
  • Assist in developing investment proposals and fixed income portfolio analyses
  • Provide expertise to PCAs and FAs on investment products and capital markets, including product strategy and solution details, investment themes and views from JPMorgan economists and strategists
  • Management of Private Equity data lifecycle
  • Manage Product Mailboxes
11/2003 – 03/2010
Detroit, MI
Investment Product Specialist
Detroit, MI
Investment Product Specialist
11/2003 – 03/2010
Detroit, MI
Investment Product Specialist
11/2003 – 03/2010
  • Cash Flow Management on Feeder Fund level
  • Make Outbound calls to support advisors and IPS
  • Manage e-mail inquiries from advisors and IPS’
  • Respond to inbound calls from advisors, sales assistants and IPS’
  • Increase goals-based planning by raising awareness, conducting workshops and training sessions and collaborating with the CWM Wealth Advisory group
  • Supporting current Life Cycle Management Team for Alternative Investments
  • Be fluent in English (both spoken and written), German would be an advantage
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Northwestern University
Bachelor’s Degree in Finance
Skills Skills
  • Guarantee traceable and clear documentation received from both external and internal sources
  • Supporting current Life Cycle Management Team for Alternative Investments
  • Management of Private Equity data lifecycle
  • Maintain and produce marketing materials
  • Cash Flow Management on Feeder Fund level
  • Analyze financial and business data of Private Equity related transactions
  • Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations
  • Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution
  • Team Mentality: Partnering effectively to drive our culture and execute on our common goals
  • Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions
Create a Resume
1

CWM Investment Product Specialist Resume Examples & Samples

  • Increase CWM assets, and revenue through increased investment sales
  • Lead advisor and focused sales calls and assist with providing investment content
  • Partner with Regional Director, Market Director and Supervisory Managers to grow investment business, coach advisors, recruit external advisors and mitigate risk within the region
  • 5-10 years of financial services sales experience, including investment product experience
  • Proven leadership experience and ability to effectively partner with others
  • Strong presentation and closing skills
2

CWM Investment Product Specialist Team Lead-northern California Resume Examples & Samples

  • Develop and oversee an effective, impactful team of IPS’ aligned against specific sales management priorities and goals
  • Primary manager of IPS employees in designated territory, management responsibilities include, but are not limited to: handling the performance management process, assisting in the sourcing and recruiting of new IPS employees and handling the on-boarding of new hires
  • Experience managing small but highly functional teams
  • Deep investment and product knowledge and the ability to articulate complex investment ideas
  • Consultative nature and personality
  • Ability to travel regularly
3

VP, Investment Product Specialist Qma Resume Examples & Samples

  • Work with QMAs marketing team to craft value add about both the core principles for asset allocation strategies as well as ongoing messaging to support performance attribution
  • Demonstrate a core capacity to sift through multiple data sources to identify key information which will support marketing messaging for multiple asset allocation products
  • Demonstrate understanding of equity, fixed income and alternatives strategy capabilities to diverse audiences including internal (i.e. Prudential Retirement, Annuities, PI) as well as external constituents (financial advisors and gatekeepers)
  • Participate in investment strategy and messaging meetings with portfolio managers
  • Play an active role in the upkeep/update of all marketing materials and documents. To this end, working closely and collaboratively with the Marketing team is an essential part of the role
  • Work closely with other Prudential Investment Management teams (Jennison, Pru Fixed Income and Prudential Real Estate) to ensure a clear and open communication of process and performance in multi asset portfolios
  • Bachelors degree required; CFA/MBA desirable
  • 5 + years or more experience in Relationship Management of financial services, with investment management expertise preferred
  • In depth knowledge of the products and services within Asset Allocation
  • Must be knowledgeable with all aspects of client servicing, the investment business and the Institutional marketplace
  • Be comfortable working with and explaining complex analytical topics
  • Outstanding verbal and written communication and presentation skills are required for success in this role
  • Excellent communication and presentation skills with an ability to relate to professionals at various levels within the firm, potential clients, and consultants as well as the ability to explain and discuss sophisticated investment products and strategy
  • Ability to develop effective internal/external working relationships
  • Exhibits leadership qualities, self-confidence in ones work, can be a problem solver as well as a team player
  • Ability to work under time pressure and manage competing priorities
4

Alternative Investment Product Specialist Resume Examples & Samples

  • Participate in relationship review meetings with bankers and clients to explore investment management needs
  • Respond to banker team leads for sales opportunities - first interviewing banker team - then speaking to the client
  • Delve into needs with clients - analyze their alternative investment needs, craft solutions and present recommendations in written proposals
  • Ensure that solution is implemented, remain in contact with client - look for add on business
  • 6+ Years of Experience
  • Excellent sales skills - ability to demonstrate online systems to clients and prospects
  • Knowledge of AI products
  • Attention to detail and good follow-up skills
  • Excellent written, listening and verbal communication skills
  • The ability to effectively deal with people at all levels - internal as well as clients, excellent interpersonal skills
5

Investment Product Specialist Chase Wealth Management Resume Examples & Samples

  • Serve as primary point of contact for Advisors on investment solutions and strategy
  • Focus on ongoing advisor development through new advisor training, advanced training workshops/role plays and one to one coaching sessions
  • Coordinate with CWM strategy and product development teams to support managed product and brokerage sales development
  • CFP, CIMA, or CFA designation preferred, but not required
  • Series 7, 66 registration
6

Investment Product Specialist Resume Examples & Samples

  • Be the CWM investment product subject matter expert
  • Experience with managed and brokerage account sales
  • Exceptional written skills and strong executive communications experience
  • Organizational and project management skill; proven ability to manage multiple priorities
  • Ability to travel regularly. Valid driver’s license is required
7

Investment Product Specialist Resume Examples & Samples

  • Analyze financial and business data of Private Equity related transactions
  • Guarantee traceable and clear documentation received from both external and internal sources
  • Management of Private Equity data lifecycle
  • Maintain and produce marketing materials
  • Cash Flow Management on Feeder Fund level
  • Supporting current Life Cycle Management Team for Alternative Investments
8

Investment Product Specialist Resume Examples & Samples

  • Key point of contact for PCAs and FAs on investment solutions, market views
  • Respond to inbound calls from advisors, sales assistants and IPS&#8217
  • Manage e-mail inquiries from advisors and IPS&#8217
  • Make Outbound calls to support advisors and IPS
  • Manage Product Mailboxes
  • Assist in developing investment proposals and fixed income portfolio analyses
  • Coordinate Weekly CWM Advisor call; including material production, speaker coordination, participation tracking
  • Contribute content to the CWM Weekly Emails
  • Miscellaneous projects
  • Preferably 2- 3 years of experience in financial services focused on investment products
  • Candidates should have firm understanding of financial markets and instruments
  • Ability to prioritize and multi task
  • Series 7 registration 66 will be required within first 120 days in this position
  • Proficient with MS Excel and PowerPoint
9

Investment Product Specialist Resume Examples & Samples

  • Candidates should have firm understanding and interest in financial markets and instruments
  • Series 7 and 66 registration (or obtained within 4 months)
  • Above average Excel skills and proficient in PowerPoint
  • Strong written skills – ability to write and edit commentary as assigned
  • Strong communication skills – to convey investment ideas to advisors and to escalate issues as needed
  • Strong organizational skills with the ability to prioritize and multi task and meet deadlines
  • Must be able to demonstrate flexibility and adaptability and ability to work under pressure while maintaining accuracy
10

Investment Product Specialist Resume Examples & Samples

  • Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations
  • Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution
  • Team Mentality: Partnering effectively to drive our culture and execute on our common goals
  • Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions
  • Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage
11

Investment Product Specialist Senior Resume Examples & Samples

  • Contributes to the positioning of our fixed income investment products, strategies, and solutions against competitors and investment trends in the marketplace
  • Supports and advocates for our fixed income investment products, strategies and solutions, as a subject matter expert (SME) to internal and external business partners as needed
  • Responsible for the care and feeding of our fixed income investment products, strategies, and solutions
  • Contributes to the assessment, development and definition of new product ideas, existing product enhancements, and capability gaps
  • A minimum of 3 years of fixed income investments preferred
  • Demonstrates effective written and oral communication skills with team members and managers