Investment Solutions Consultant

Overview

This role serves as a key resource for Financial Professionals, internal partners, and asset managers, supporting the administration and growth of Investment Solutions, including mutual funds, ETFs, unit investment trusts, closed-end funds, 529 plans, and donor advised funds.

Responsibilities

• Partner with Financial Professionals to provide education, guidance, and support on investment solutions.
• Manage strategic asset manager relationships, including coordination of business development, sponsorships, educational events, and webinars.
• Serve as a subject matter expert on product availability, platform eligibility, mutual fund share class selection, due diligence, and implementation.
• Support Financial Professional onboarding and transitions by analyzing incoming books of business, identifying conversion opportunities, and facilitating access to approved solutions.
• Lead cross-functional projects from concept to completion, including building plans and timelines, coordinating stakeholders, and driving results.
• Plan and execute partner events, conferences, and sponsorships, including agendas, budgets, vendors, logistics, speakers, and attendee communications.
• Keep the Investment Solutions presence current and engaging with timely content and resources.

Requirements

• BS degree in business administration, finance, risk management, or a related field.
• Series 7 and 66, or ability to obtain within 6 months.
• Strong investment product experience, especially mutual funds and/or ETFs (preferred).
• Ability to build strong relationships with Financial Professionals through proactive, timely service and consistent follow-through.
• Exceptional attention to detail and commitment to accuracy, quality, and regulatory compliance.
• Excellent written and verbal communication skills, strong project management, and cross-team collaboration skills.

Preferred Qualifications

• Investment product experience, especially mutual funds and/or ETFs.

Compensation & Benefits

• Potential base pay hiring range: $89,000 – $122,000 annually.
• Compensation will be determined case-by-case based on factors including skills, relevant work experience, and geographic location.
• Benefits and perks include:
  • Medical, Dental, and Vision
  • Company 401(k) and ESOP contribution
  • Generous sick, vacation, and maternity/parental leave
  • Paid holidays
  • Professional Development Opportunities
  • Tuition Reimbursement ($15,000 lifetime cap)
  • Discounted personal insurance including home, auto and recreational vehicles
  • Charitable gift-matching program
  • Charitable giving day tradition supporting local communities

Location

Not specified.