State Licensed Senior Product Consultant

Job Summary

A company is looking for a Sr Product Consult-Investments.

Key Responsibilities:

• Manage relationships with third-party vendors and internal teams to ensure product efficiency and quality
• Serve as the primary liaison for vendor and internal business partner communications
• Drive strategic initiatives, overseeing contract management, performance metrics, and cost control

Required Qualifications:

• Bachelor's degree in Finance, Business, or a related field, or equivalent experience with 7+ years in a relevant role
• General knowledge of investment markets, products, and managed accounts
• High level of confidentiality, professionalism, and business ethics
• Experience in project management and ability to deliver formal presentations
• Advanced degree and/or FINRA Series 7 and 66 preferred