Product Specialist at HJ Sims

Boca Raton, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

25 May, 26

Salary

0.0

Posted On

24 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

RIA Platform Training, Presentation Materials Development, Investment Strategy Coordination, Managed Accounts, Proprietary Models, Individual Securities, Alternative Investments, Mutual Funds, Wealth Management Consultative Process, Due Diligence Procedures, Client Servicing, Public Seminar Support, Product Rollout Support, Portfolio Risk Tolerance Review, Client Onboarding, Software Proficiency

Industry

Financial Services

Description

Description • Provide aspects of RIA platform training, rollout, continued monitoring and overall support for Sims Advisors • Utilize the firm’s approved platforms to assist advisors in developing presentation materials for their clients or help coordinate with the Investment Strategy Team for custom portfolios and RFP responses. • Have general knowledge of all product areas of Wealth Management – managed accounts, HJ Sims proprietary models, individual securities, alternative investments, mutual funds etc. • Be proficient in the wealth management consultative process and due diligence procedures • Provide training to assist advisors to become more proficient at supporting and servicing their clients in the RIA • Visit Sims Private Client branch offices periodically/ as needed to make presentations and assist branch office managers and advisors • Work in conjunction with advisors to support public seminars for clients and prospects • Assist managers in the guidance and training of future team members Requirements Managed Accounts and New Product Support: • Actively supports the initial rollout and adoption of wealth management products by HJ Sims Advisors • High energy interaction with all members of HJ Sims including, advisors, branch personnel and other members of Sims to drive understanding and ultimate success of all broker/dealer wealth management products and services • May review new managed account documentation before opening for portfolio risk tolerance and completeness • Assist with quarterly/semi-annual internal reviews of managed accounts • Assist advisors with client onboarding for managed accounts • Assists operations with billing set-up and ongoing fee disbursements • Become proficient in RIA and broker/dealer software and tools • Additional licensing may be required and adequate time will be given

Responsibilities

The specialist will provide comprehensive support for the RIA platform, including training, rollout, monitoring, and assisting advisors with client presentation materials and custom portfolio coordination. They must also maintain general knowledge across all Wealth Management product areas and support branch office activities through presentations and seminars.