Specialist, Advisory Product & Platform

Job Responsibilities

• Support the daily administration of IFG's advisory product and platform ecosystem, including AccessPoint/Envestnet, custodial platforms, TAMPs, and other third-party systems.
• Administer advisory platform access and account maintenance throughout the advisor lifecycle, including new user setup, representative changes, account reassignment, transitions, and terminations.
• Care for advisory account maintenance and exception activity, including trade corrections, share class conversions, rebates, billing corrections, and other account-level changes.
• Maintain advisory accounts and platform activity to ensure accurate billing, complete documentation, appropriate account setup, and timely resolution of exceptions.
• Coordinate relationships with TAMPs, custodians, platform providers, and other Advisory partners, and assist with the implementation and testing of platform enhancements and new capabilities.
• Manage recurring advisory billing and fee administration processes across applicable platforms and account types, including validation, reconciliation, adjustments, reimbursements, and coordination with internal departments.
• Monitor and process Financial Planning Agreements and related billing activity, including fee review, agreement validation, and coordination with Commissions and Supervision.
• Review, reconcile, and resolve advisory billing exceptions and fee-related issues to ensure accuracy and timely processing.
• Collaborate across Compliance, Operations, Finance, Technology, Cashiering, Commissions, Product Consulting, and other departments to support Advisory initiatives and resolve operational issues.
• Serve as a resource for advisors and internal departments on Advisory products, platforms, and processes, including providing platform training and support to newly transitioned advisors.
• Coordinate remediation of issues identified through Compliance reviews, supervisory findings, audits, billing reviews, or platform controls, including documentation, follow-up, and escalation as appropriate.
• Maintain Advisory product and platform documentation, standard operating procedures, due diligence files, and departmental records to support operational consistency and audit readiness.
• Identify opportunities to improve Advisory processes, controls, documentation, and workflow efficiency, and perform additional project-based responsibilities as assigned.

Qualifications

• Four-year college degree required.
• FINRA Series 7 license required or ability to obtain within a designated timeframe.
• Minimum of two years of financial services industry experience.
• Prior experience with a broker-dealer, registered investment adviser, advisory operations, or wealth management firm preferred.
• Working knowledge of advisory platforms, investment products, or wealth management operations preferred.

Key Attributes

• High degree of professionalism, integrity, and accountability.
• Strong attention to detail and commitment to accuracy.
• Self-motivated with the ability to manage competing priorities.
• Collaborative team player who contributes to a positive department culture.
• Continuous improvement mindset with a willingness to recommend process enhancements.
• Adaptable and comfortable working in a fast-paced, highly regulated environment.
• Demonstrated ability to maintain confidentiality while handling sensitive business information.

Compensation

• IFG offers a competitive benefits package, including a free on-site fitness center, company-paid medical insurance, company-paid life and long-term disability (LTD) coverage, 401(k) matching, and market-competitive compensation based on experience.