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Advisory Services Segment Manager
Job Summary
A company is looking for an Advisory Services Segment Manager.
Key Responsibilities:
- Serve as the primary contact for the participant advisory services program and its distribution to assigned business segments
- Lead the expansion of investment advice and managed account services to in-force across assigned market segments
- Work closely with the Sales Director - Advisory Services to execute on cross sales opportunities for in-force clients
Required Qualifications:
- Degree in business, finance or similar field
- Advisory services operational experience
- FINRA Series 65 registration required within corporate-established timelines
- Management experience preferred
- Ability to maintain a positive approach despite challenges, constraints, and/or customer emotions
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COMPLETE JOB DESCRIPTION
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