- Product Expertise: Demonstrate comprehensive knowledge of investment products available on the platform, including but limited to alternative investments, structured products, mutual funds, ETFs, separately managed accounts, model portfolios, and annuities. Guide RIAs in selecting appropriate investment solutions for their clients.
- Client Support: Offer ongoing support to RIAs in portfolio construction and investment strategy, ensuring their needs are met with the most suitable products and services.
- Platform Training: Conduct training sessions for RIAs to enhance their understanding and utilization of the platform's tools and features.
- Market Insights: Provide timely and relevant market analysis, firm investment outlook, and investment research to assist RIAs in making informed decisions for their clients.
- Relationship Management: Establish and maintain strong relationships with RIAs, ensuring their satisfaction and retention through excellent service and support. The role requires moderate travel to visit clients.
- Feedback Loop: Serve as the primary liaison between RIAs and investment team, facilitating communication of feedback and suggestions for platform improvement.
- Sales and Client onboarding Support: Assist in the sales process by providing detailed product information and investment strategy support to new and current RIA clients.
- 3-7 years of experience with an investment consultant, private wealth manager, investment or commercial bank, financial services firm, or asset management company.
- Bachelor's degree in finance, economics, or a related field. Series 7 registration preferred but not mandatory. Achievement of or progress toward CFA, CIMA, or CAIA designations a plus, but not required.
- Strong interest in financial markets, alternative investments investment strategies, capital markets, and portfolio management.
- Experience with alternative investments and/or willingness to learn
- Experience with financial industry software and analytical tools, such Morningstar Direct, YCharts, FactSet or Bloomberg is preferred.
- Excellent communication and presentation skills.
- Excel and PowerPoint experience required.
- Client focused with a dedication to delivering high quality service.
- Detailed Oriented with strong analytical and problem-solving abilities.
- Possess the ability to complete tasks with minimal supervision and willingness to take initiatives.
- Must be able to partner, collaborate and work in a team environment.
- Health Insurance
- Dental insurance
- Vision insurance
- Retirement plan 401(k)
- 401(k) matching
- Paid Time Off
- FSA/HSA benefits plans
- Disability benefits
- Voluntary Life Insurance
- Basic Life Insurance
-
Client Solutions Specialist
2 weeks ago
Epsilon St Petersburg, United StatesJob Description · About this Role · Our company is looking for a Client Solutions Manager to help us develop winning media solutions, drive revenue, and increase client retention. In this collaborative client management role, you will build off a deep understanding of our busines ...
-
Client Solutions Specialist
1 week ago
Publicis Groupe St Petersburg, United StatesCompany Description · Job Description · About this Role · Our company is looking for a Client Solutions Manager to help us develop winning media solutions, drive revenue, and increase client retention. In this collaborative client management role, you will build off a deep und ...
-
Client Solutions Specialist
2 weeks ago
Epsilon St Petersburg, United StatesJob Description · About this Role · Our company is looking for a Client Solutions Manager to help us develop winning media solutions, drive revenue, and increase client retention. In this collaborative client management role, you will build off a deep understanding of our busin ...
-
Client Solutions Specialist
2 weeks ago
Publicis Groupe St Petersburg, United StatesCompany Description · Job Description · About this Role · Our company is looking for a Client Solutions Manager to help us develop winning media solutions, drive revenue, and increase client retention. In this collaborative client management role, you will build off a deep und ...
-
Client Solutions Specialist
2 weeks ago
Epsilon St Petersburg, United StatesJob Description · About this Role · Our company is looking for a Client Solutions Manager to help us develop winning media solutions, drive revenue, and increase client retention. In this collaborative client management role, you will build off a deep understanding of our busin ...
-
Client Solutions Specialist
1 week ago
Epsilon St Petersburg, United StatesJob Description · About this Role · Our company is looking for a Client Solutions Manager to help us develop winning media solutions, drive revenue, and increase client retention. In this collaborative client management role, you will build off a deep understanding of our busin ...
-
Client Solutions Specialist
4 hours ago
Epsilon St. Petersburg, United States Full timeJob Description · About this Role · Our company is looking for a Client Solutions Manager to help us develop winning media solutions, drive revenue, and increase client retention. In this collaborative client management role, you will build off a deep understanding of our busin ...
-
Client Solutions Specialist
1 week ago
Epsilon Saint Petersburg, United States· Job DescriptionAbout this RoleOur company is looking for a Client Solutions Manager to help us develop winning media solutions, drive revenue, and increase client retention. In this collaborative client management role, you will build off a deep understanding of our business o ...
-
client solutions specialist ii
2 weeks ago
Cox Communications, Inc. , FL, United StatesCompany · Cox Automotive - USA · Job Family Group · Sales · Job Profile · Client Solu Spec II - Express - CAI · Management Level · Individual Contributor · Flexible Work Option · Can work remotely but need to live in the specified city, state, or region · Travel % · No · Work Sh ...
-
Client Solutions Specialist II
2 weeks ago
Cox Enterprises Clearwater, United States Full timeJob Description · A Client Solutions Specialist II functions as a member of the Manheim Express team for a designated geographical territory. Primary responsibilities of the role include providing accurate and complete documentation of overall vehicle condition within the parame ...
-
Network Security Engineer
2 days ago
Fisher Investments Saint Petersburg, United States Full timeIt's an exciting time to join Fisher Investments; we're continuing to invest in the future of our firm's technology and information security. Our business is growing internationally, which emphasizes the need to build an unparalleled global team that inspires future scale through ...
-
Client Support Specialist Entry Level
1 week ago
Make a Change Management Group Clearwater, United StatesWe help our clients to recognize business diversification opportunities and execute the right solution for them. We work with some of the nation's largest communication providers to help maintain and expand their customer base. We act as the middleman between our clients and thei ...
-
Organogenesis Saint Petersburg, United States**Job Description**: · **About Us** · We are a leading regenerative medicine company in the advanced and acute wound care space and are always looking for exceptional talent. Join a company where you will have an opportunity to grow professionally and personally and give strength ...
-
Program Manager
15 hours ago
Honeywell Clearwater, United States**Join a team recognized for leadership, innovation and diversity**: · **THE BUSINESS** · **Honeywell International Inc. (NYSE: HON) **is a global technology and manufacturing company that invents and commercializes solutions to address some of the world's most critical challenge ...
-
Program Director
2 days ago
Ultimate Medical Academy Clearwater, United StatesJob Posting: · **Summary of Position**: · The Dental Program Director (PD) is responsible for the overall effectiveness of the Dental program, as well as overseeing the management of the core courses at the Clearwater campus, and directly supervises the faculty who report to them ...
-
St. Joseph's Villa Petersburg, United StatesOverview: · Under the direction and guidance of the Youth Program Manager for Flagler Services and working closely with the Rapid Re-housing Team, this position is responsible for assisting young adults to move from homelessness into permanent housing. This position will work clo ...
-
Sales employee
1 week ago
Radiant Ventures Petersburg, United StatesThe BayWa is a globally operating corporation with core segments in agriculture, energy, and construction, as well as a development segment in innovation and digitalization. As a global player, it develops leading solutions and valuable projects for the basic needs of food, energ ...
-
System Administrator
2 weeks ago
SilverLinx Petersburg, United StatesWe are looking for YOU to join our IT department as a System Administrator (m/f/d) in Flensburg at the earliest possible date. Your TASKS with us As a member of the project team, you will be involved in the conception, selection, and implementation of telecommunications and netwo ...
-
IT-Rollout Manager
1 week ago
Stellar Enterprises Petersburg, United StatesAt Petersburg, our passion is forward-thinking technology and to always stay one step ahead, we need a team of forward-thinkers. Do you want responsibility and seek challenges? Take on the role of IT Rollout Manager (all genders)* and be responsible for the conception and plannin ...
-
Network administrator, computer scientist
1 week ago
Omega Dynamics Petersburg, United StatesNetwork Administrator - Senior (m/f/d) · We are looking for you to join our team in the field of medical and information technology. · Use your IT expertise where it truly helps people: in the hospital. Gesundheit Nord gGmbH is one of the largest municipal hospital groups in Germ ...
Investment Solutions Specialist - St Petersburg, United States - Dynasty Financial Partners
Description
The Dynasty Investment Solutions team is responsible for the delivery and servicing of the investment platform to the Dynasty network of independent financial advisors. Services include Outsourced CIO, portfolio consulting support, investment product access, technology access, market commentary, capital market transactions, investment committee participation, and more.
The Investment Solutions Specialist role will be integral to the successful delivery of Dynasty's investment solutions and services. We are seeking a knowledgeable and dynamic Investment Solutions Specialist to join our team, focusing on supporting independent Registered Investment Advisors (RIAs) on our investment platform. The ideal candidate will provide expert guidance on our investment product solutions, offer strategic support to our RIA clients, and ensure a high level of client service.
KEY RESPONSIBILITIES:
QUALIFICATIONS
EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.
