Solutions Program Specialist

📋 Description

• Support the operational execution of advisory fee changes, including coordinating required steps
• Partner with Wealth Management, Advisor Solutions, Operations, Compliance, and other internal teams
• Provide clear, responsive product support and guidance to Financial Professionals as they evaluate
• Collaborate with members of the Advisor Solutions team to strengthen existing product and service
• Assist with the development, maintenance, and communication of product resources, process
• Participate in Advisor Solutions, Wealth Planning Group, or other Wealth Management projects and

🎯 Requirements

• Bachelor's degree in business administration, finance, risk management, or a related field
• Series 7 and 66 licenses required or ability to obtain within six months of hire.
• Relevant experience in financial services, wealth management, financial planning, private banking
• Strong written and verbal communication skills, including the ability to explain information
• Demonstrated ability to manage details, coordinate multiple priorities, follow through on
• Sound analytical, problem-solving, and judgment skills, with the ability to evaluate information

🎁 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)