Investment Solutions Consultant

📋 Description

• Partner with Financial Professionals to provide education, guidance, and support on investment
• Manage strategic asset manager relationships, coordinating business development, sponsorships
• Serve as the subject matter expert on product availability, platform eligibility, mutual fund share
• Support Financial Professional onboarding and transitions by analyzing incoming books of business
• Lead cross-functional projects from concept to completion: building plans and timelines
• Plan and execute partner events, conferences, and sponsorships, including agendas, budgets

🎯 Requirements

• BS degree in business administration, finance, risk management, or a related field
• Series 7 and 66, or ability to obtain within 6 months
• Investment product experience, especially mutual funds and/or ETFs, a plus
• Builds strong relationships with Financial Professionals through proactive, timely service and
• Exceptional attention to detail and commitment to accuracy, quality, and regulatory compliance
• Excellent written and verbal communication, strong project management, and cross-team collaboration

🎁 Benefits

• Medical, Dental and Vision
• Company 401(k) and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)