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FINRA Licenses, Series Licenses, Series 7, series 63, Series 65, Series 24

Description

Leads the development and deployment of new wealth management products, programs, and features in the managed account and brokerage platforms in alignment with the company’s financial coaching philosophy. These include; UMA (Unified Account Management), Separate Account Managers (SMAs), Trust Services, and other managed account solutions.

Identifies gaps and recommends new solutions and services to add to the product portfolio that enables client achievement of financial goals and Advisors to better serve clients.

Serves as the subject matter expert for our wealth management capabilities, leveraging knowledge of investment products, services and best practices.

Provides day-to-day service, support, and reporting of wealth management programs and services.

Analyzes and monitors the industry, competitors, and advisor platform trends to continually improve wealth management programs and services.

Manages relationships and assist in negotiating pricing with product partners.

Collaborates with internal stakeholders to support the product, including marketing, sales, legal, compliance, training, operations, etc.

Engages with outside consultants, legal counsel, industry resources etc., to ensure alignment with best practices.

Proactively engages the CX and UX research teams for feedback data from clients and other groups regarding satisfaction and experience with products (where possible).

Maintains strong knowledge of client and persona journeys across products and product experiences while owning a horizontal, enterprise view.

Remains knowledgeable on industry, regulatory, competitive, and partner trends translating insights, risks, and opportunities for the company through proactive reporting and communications.

Attends industry product events as needed for best practice and innovation trends in product markets.

Skills

Wealth Management, Financial Services Experience, Brokerage, Financial Planning, FINRA Licenses, Series Licenses, Series 7, series 63, Series 65, Series 24, MBA, Masters Degree, Leadership Experience, CFA, CIMA, CFP, CLU

Top Skills Details

Wealth Management, Financial Services Experience, Brokerage, Financial Planning, FINRA Licenses, Series Licenses, Series 7,series 63,Series 65,Series 24

Additional Skills & Qualifications

Proven ability to think creatively and strategically as it relates to investment products and services in order to assess and meet client needs and profitability goals.

A Self-Starter/Team Player Attitude: You are excited by a fast-paced environment and the accountability that comes with owning important products and projects.

Comfortable with ambiguity in an evolving role in a growing organization. Ability to multi-task, change direction and prioritize is a must.

Strategic thinking and critical reasoning skills

Ability to develop strong relationships across all levels and with business partner representatives.

MBA or Masters Degree preferred

Advanced professional qualifications preferred (CFA, CIMA, CFP, CLU, etc.)

Experience Level

Expert Level

Pay and Benefits

The pay range for this position is $110000.00 - $197000.00/yr.

Employee Stock Ownership Plan (ESOP)

o Option to contribute to a 401k account o 16 Days of Paid Time Off, 10 holidays o 2 floating PTO days every yearo Full health, vision & dental coverageo 2 Days of Volunteer Paid Time Offo Tuition Reimbursement programo Hybrid work environmento Bank Mortgage Discount Programo Free Financial Planningo Free onsite- fitness center with exercises classes and personal training optionso Free basic life, short and long term disability, and an employee assistance programo Pet Insuranceo Paid parental and military leaveo contributes to your Health Savings Account for the high deductible medical plano Charitable services & volunteer opportunitieso Concierge services with daily lunch specials, vendor sales, discount tickets to community events and attractionso Robust Leadership Development program dedicated to leader development at every level of the organizationo In-house training courses ranging from leadership developer to health and wellness seminarso Mentorship programo Virtual learning opportunities o Employee recognition programs and quarterly all employee luncheonso Yearly family & social eventso Dress For Your Day dress codeo Updated workspaceo Regular Employee Engagement surveyso Dedication to Diversity & Inclusion and Employee Resource Groupo And more!!

Workplace Type

This is a hybrid position in Fort Worth,TX.

Application Deadline

This position is anticipated to close on May 31, 2025.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.