JOB DESCRIPTION SUMMARY

As an entry-level professional in the field of Branch Financial Services, use professional concepts to resolve problems of limited scope and complexity. Limited or no prior experience required in this role.

JOB DESCRIPTION

This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at our corporate office in Saint Petersburg, FL.
Drive advisor business development with a focus on technology and education through consulting and development of programs and resources. Provide support for the organization’s advisor technologies to ensure they meet advisor and organizational needs through the input development of business requirements and collaboration across various stakeholders, including advisors and home office departments. Identifies and develops, and implements services, resources, and processes that advance recruitment and productivity of financial advisors with respect to business practices, such as educational programs and resources, and portfolio and practice consultation. Under limited supervision and with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience to identify, analyze, and consult on complex advisor technology by developing and delivering strategies, programs, and resources that support portfolio construction education, sales, and processes. Serves as the primary point of contact on the most complex or escalated issues. Applies specialized business knowledge and skills to produce significant deliverables, programs, and other resources. Coordinates projects and information across multiple departments and business units that have enterprise impact while representing the team and advocating for advisor feedback. May provide direction and guidance to team members.

KNOWLEDGE OF

• Industry best practices around investment management and advisor and staff education.
• Advanced concepts, practices and procedures of portfolio construction.
• Advanced investment concepts, practices and procedures used in the securities industry.
• Research design and analysis principles and methodologies, sufficient to develop an educational curriculum.
• Advanced knowledge of Advisory Technologies.
• Advanced technical skills.
• Exceptional Interpersonal and communication skills

SKILL IN

• Assessing complex problems, gathering and analyzing data and information, developing and evaluating options, and implementing solutions.
• Communicating effectively, both verbally and in writing, to address other departments and advisors
• Building effective relationships with all levels of branch associates
• Promoting effective coordination between and among work groups including guidance to new team associates
• Delivering processes and procedures for efficient and timely workflow.

EDUCATION

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

WORK EXPERIENCE

General Experience - 3 to 6 years

• Analyze advisor portfolios and practices to recommend solutions on how to improve portfolio characteristics and/or business practices
• Develops, maintains and enhances relationships through in-person and virtual programs and discussions covering business strategy, new products, service requirements, and market developments.
• Consult with advisors on ways to enhance the efficiency and effectiveness of investment management practices
• Develops and delivers targeted educational programs for advisory technology to increase advisor knowledge of portfolio construction and management approaches
• Provides support for successful deployment of applications through testing and validation of changes and upgrades.
• Supports data collection analysis and reporting.
• Solves technical client issues, acts as the liaison between customers and internal application or product developers, sales, and product delivery groups to resolve issues relating to status, production, and delivery.
• Coordinates activities with other functional area and facilities the implementation of cross-functional business system enhancements to raise awareness to other home office departments and to the field.
• Identifies and drives projects that increase advisor efficiencies, awareness, and understanding of advisory technologies
• Perform other duties and responsibilities as assigned.