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Summary
About the Role
About You
- Advanced knowledge of direct indexing, index-based investing, and model portfolio competitive landscape.
- Experience supporting Unified and Separate Managed Accounts (UMA/SMA), Model Portfolios, and Investment Advisory Solutions platforms.
- Outstanding communication skills with the ability to articulate complex concepts clearly.
- Proven track record of collaborative work within a matrix structure.
- Experience in raising capital and achieving sales goals through consultative sales tactics.
- Self-motivated and passionate about empowering others.
- Undergraduate degree required; CFA and/or MBA preferred.
- Minimum 5 years in financial services with experience in sales, portfolio strategy, and investment advisory.
- Effective networking skills with financial advisors across multiple channels.
- Experience with analytical tools such as Zephyr/PSN, FactSet, Aladdin, and advanced Excel skills.
- Dynamic team player with experience in consultative sales roles.
Benefits
- Health care coverage designed for the mind and body.
- Generous time off to keep you energized.
- Access to resources for continuous learning and career growth.
- Competitive pay and retirement planning.
- Family-friendly perks and benefits.
- Retail discounts and referral incentive awards.
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