Advisory Programs Consultant

About the role

The primary responsibility is to assist with management of investment products including design and implementation of new or existing products, promotion strategies, overall execution of the product strategy and day-to-day product line management to advance sales and servicing.

Responsibilities

• Interprets field feedback and customer needs and is the go-to product expert that can explain and translate product or program features and functions to internal and external partners.
• Translates product strategy into product design details, implement changes, and test that products are performing as designed.
• Utilizes expertise of investments products and technology platform offerings to analyze, implement and test platform updates.
• Understands profitability of assigned products via sales growth, net cash flow, sound product design and managed expenses.
• Researches product design of competitive offerings, models changes to pricing and rates and makes recommendations.
• Understands the strategic role Wealth plays in the enterprise and how investment products integrate with insurance products.
• Provides investment product subject matter expertise to support ongoing product evolution including coordinating and driving efforts with technical, operational, compensation, investment and regulatory experts.
• Understands impact of regulatory compliance on assigned investment products and participates in project teams to implement necessary changes to products, programs or processes.
• Builds leadership skills and may informally mentor others on small projects, teams or committees.

  Requirements

  • Bachelor's degree or equivalent in business, finance, economics or related field or equivalent experience.
  • 5 plus years of experience in financial services.
  • Demonstrated knowledge of the Wealth Management industry, including product, pricing, and customer preferences.
  • Strong organizational and follow-through skills, with ability to work within deadlines, prioritize work and multitask.
  • Able to participate as a subject matter expert in departmental or cross-departmental initiatives.
  • Able to anticipate impact of decisions, future consequences and trends.
  • Able to build strong internal and external networks and utilize resources in the industry.
  • Strong verbal and written communication skills and ability to make effective formal presentations to small and medium-size groups.
  • FINRA - Non-Registered Fingerprinted.

    Qualifications

    • Bachelor's degree or equivalent in business, finance, economics or related field or equivalent experience.
    • 5 plus years of experience in financial services.
    • Demonstrated knowledge of the Wealth Management industry, including product, pricing, and customer preferences.
    • Strong organizational and follow-through skills, with ability to work within deadlines, prioritize work and multitask.
    • Able to participate as a subject matter expert in departmental or cross-departmental initiatives.
    • Able to anticipate impact of decisions, future consequences and trends.
    • Able to build strong internal and external networks and utilize resources in the industry.
    • Strong verbal and written communication skills and ability to make effective formal presentations to small and medium-size groups.
    • FINRA - Non-Registered Fingerprinted.

      Skills

      • Analytical Thinking (NM) - Advanced
      • Customer Centricity (NM) - Advanced
      • Cross Functional Partnering & Planning (NM) - Advanced
      • Risk Evaluation (NM) - Advanced
      • Product Management (NM) - Advanced
      • Industry Knowledge (NM) - Advanced
      • Investment Products (NM) - Advanced
      • Accountability (NM) - Beginner
      • Data Literacy (NM) - Intermediate
      • Techical & Digital Acumen (NM) - Advanced
      • Learning Agility & Critical Thinking (NM) - Intermediate
      • Adaptive Communication (NM) - Advanced
      • Solution Design Oriented Thinking (NM) - Advanced
      • Customer Service Mindset (NM) - Advanced
      • Customer, Market & Ecosystem Knowledge (NM) - Advanced
      • Consulting (NM) - Advanced
      • Product Positioning (NM) - Advanced
      • Decision Making (NM) - Advanced
      • Insurance Products (NM) - Advanced
      • Product Development (NM) - Advanced
      • Business Influence (NM) - Beginner

      Pay

      Pay Range - Start: $98,320.00 Pay Range - End $147,480.00 Structure 110 Geographic Specific Pay Structure: Structure 115