Portfolio Implementation Associate

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can thrive and grow professionally.

About the Role

The Portfolio Implementation Associate will work in Janney’s Operational department as part of the Trading Team. This role holds dual responsibilities in the daily monitoring and administration of advisory accounts while providing technical help and assistance. This position is based in Philadelphia and requires full-time in-office work.

What You Are Good At

• Analytical Ability: Able to effectively review information and data to identify issues and opportunities.
• Organization and Time Management: Able to structure the timing of operational workflow to reliably and accurately complete multiple tasks under frequent time constraints.
• Initiative: Proactively look for opportunities to enhance operational procedures and personal growth.
• Building Relationships: Connecting with others in a way that fosters trust and creates collaborative relationships.

Responsibilities

• Provide initial training and ongoing support to managers and Financial Advisors using the Vestmark tool.
• Enhance user experience by partnering with Financial Advisors to understand goals and maximize efficiency with appropriate solutions.
• Coordinate implementation of the firm’s model delivery portfolios on behalf of managers on the platform.
• Manage and implement Janney’s proprietary mutual fund wrap program.
• Develop an understanding of Janney’s product offerings and how they affect the department.
• Utilize analytical skills to identify possible process and workflow enhancements.
• Provide excellent client service and follow up where appropriate.
• Complete ad hoc projects as necessary and assist with process improvement initiatives as needed.
• Understand and assist with the administrative and support functions on the team.

Requirements

• Bachelor’s Degree or equivalent experience.
• 0-2 years of related industry experience.
• Series 7 and 66 licenses required or ability to obtain within 6 months.
• Knowledge of financial markets including equities, fixed income, and/or mutual funds is a plus.
• Experience with Vestmark, Envestnet, APL/InvestCloud, Advent, Charles River, or Bloomberg is a plus.
• High ethical standards and excellent attention to detail.
• Excellent written and oral communication skills.
• Able to work under pressure in a dynamic environment with competing demands for resources.
• Demonstrate an interest/knowledge in financial markets.
• Sound project and time management skills.
• Collaborative spirit and a team player.

Benefits

• Paid Parental Leave
• Generous Paid Time Off
• Eligibility for a $2,000 referral bonus
• Professional Development Assistance Plan designed to help you make the most of your life at work and at home