Portfolio Specialist – Asset Management Service

Key Responsibilities

• Proactively engage with financial professionals via phone, email, virtual meetings and in-person to promote investment products.
• Partner with external partners to develop and execute territory sales strategies.
• Educate clients on product features, market trends, and portfolio positioning.
• Maintain a deep understanding of our investment offerings, including mutual funds, ETFs, model portfolios & Separately Managed Accounts (SMAs).
• Track and report on sales activity using CRM tools.
• Provide exceptional service and support to clients, ensuring a seamless sales experience.

Skill

• Strong communication, presentation, and relationship-building skills.
• Passion for financial markets and investment strategies.
• Self-starter with a collaborative mindset and goal-oriented attitude.

What We Offer

• Competitive base salary + performance-based incentives.
• Comprehensive benefits package (health, dental, 401(k), etc.).
• Ongoing training and professional development.
• A supportive, inclusive, and high-performance culture.
• Opportunities for career advancement within a leading investment firm.

Education & Work Experience

• Bachelor’s (Required).
• General Experience - 13 months to 3 years.

Certifications

• s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA)
• s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA)
• Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Workstyle

• Hybrid.

Total Compensation

• The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Benefits

• To view more details of the benefits offered, visit Myrjbenefits.com.

Company Culture

• We Expect Our Associates At All Levels To Grow professionally and inspire others to do the same.
• Work with and through others to achieve desired outcomes.
• Make prompt, pragmatic choices and act with the client in mind.
• Take ownership and hold themselves and others accountable for delivering results that matter.
• Contribute to the continuous evolution of the firm.

Equal Opportunity Employer

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.