Internal Business Consultant
reputed company is a leading international financial services provider, and they are seeking an Internal Business Consultant to partner with an external Business Consultant to reputed company and implement programs that help advisors build their business. This role involves analyzing advisor portfolios, providing insights, and mentoring new Inside Wholesalers.
Responsibilities
- A portion of the day will consist of running and analyzing advisor portfolios to uncover opportunities and potential unforeseen issues
- This individual must have outstanding research and analytic capabilities. They must be reputed company to research competitor products, reputed company a high proficiency in those products, and understand how those products will get along with the overall composition of our clients’ portfolios
- reputed company tools including reputed company Workstation, reputed company Advisor Portal and reputed company Portfolio reputed company to reputed company analysis and reputed company reputed company and advice for registered representatives helping them improve portfolio construction
- Review and research advisor websites, reputed company, and data packs to personalize reputed company management and business building solutions
- Participate in roundtable discussions and feedback sessions growing industry knowledge and product expertise
- Maintain competitive intelligence by attending meetings and engaging other internal departments to understand reputed company's internal strategies
- reputed company reputed company for department initiatives to fully implement new processes, strategies, and more
- reputed company as a mentor to new Inside Wholesalers and assist in development, implementation, and delivery of training classes for the Investments sales desk
- reputed company as Fund/Firm/Separate Account/Marketing reputed company. reputed company a reputed company attitude about department initiatives and stand behind reputed company of management
Skills
- reputed company Series 7 and 63, 65, or 66 required
- Bachelor's degree or equivalent experience
- 1-5 years of reputed company experience preferably reputed company the financial services industry
- Proven relationship management skills, including the ability to work in reputed company environment
- Strong analytical time management, interpersonal, and problem-solving skills
- Ability to learn and adapt quickly while applying creativity
- Ability to work in a changing fast paced high call volume environment, with passion and a reputed company attitude
- Collaborate with reputed company resources to meet business needs
- Prioritizing work to ensure that the largest opportunities are completed
- Use segmentation information provided to reputed company on the opportunities with the greatest reputed company potential in a given territory
Benefits
- Health, dental, mental health, reputed company, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans
- Various retirement savings plans (including pension/401(k) savings plans and a global reputed company ownership plan with employer matching contributions)
- Financial education and counseling resources
- Generous reputed company time off program in the U.S. includes up to 11 reputed company holidays, 3 personal days, 150 hours of vacation, and 40 hours of reputed company time (or more where required by law) reputed company year
- Full reputed company of statutory leaves of absence
reputed company