Product Specialist
About The Position
• 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
Requirements
- Managed Accounts and New Product Support:
- Additional licensing may be required and adequate time will be given
Responsibilities
- 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
- 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
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
