Portfolio Specialist – Asset Management Services

Portfolio Specialist – Asset Management Services

Requirements

• Knowledge of fundamental concepts, principles, and practices of the securities industry and asset management products.
• Knowledge of principles of finance and broker/dealer operations.
• Knowledge of financial markets and products.
• Knowledge of the company’s working structure, policies, mission, and strategies.
• Skill in identifying the needs of customers through effective questioning and listening techniques.
• Skill in organizing, managing, and tracking multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
• Skill in analyzing business processes and identifying process improvement opportunities.
• Skill in problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner.
• Skill in preparing and delivering clear, convincing, and professional sales presentations to small and large audiences.
• Skill in operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, and spreadsheets.
• Ability to use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with internal and external clients at all organizational levels.
• Ability to develop and maintain effective working relationships with team members, internal partners, and external parties.
• Ability to absorb and effectively communicate knowledge on complex investment offerings.
• Ability to assimilate and prioritize strategies into operational guidelines.
• Ability to establish clear directions and priorities and address concerns or challenging questions when they arise.
• Ability to organize, prioritize, and manage tasks and projects to complete work efficiently.
• Ability to represent in a highly professional manner.
• Ability to effectively market the company and show resilience through the prospecting process.
• Ability to work independently as well as collaboratively within a team environment.
• Ability to travel frequently with little advance notice.
• Ability to identify problems, gather facts, and develop solutions.

Responsibilities

• Assists with educating financial advisors on the benefits of offered products and services for their clients through individual or group meetings that may include branch visits, seminars, and conferences/trade shows.
• Fields incoming calls on available products and services.
• Stays abreast of all program changes and product specifics and communicates changes.
• Maintains open communication with internal resources and clients through all phases of the sales process.
• Works closely with assigned internal partners to deliver sales goals by identifying and fostering leads.
• Works with staff to develop and implement territory/national sales and marketing strategies.
• Creates proposals for prospective brokers/dealers or clients.
• Assists in the creation of reports and or databases as needed.
• Manages expense accounts within the allotted budget.
• Performs other duties and responsibilities as assigned.

Preferred Qualifications

• General Experience – 4 to 6 months