Solutions Engineer

• Act as Subject Matter Expert for product lines including annuities, mutual funds, 529s, alternative investments, structured products, and donor advised funds.
• Consult with advisors to deliver product guidance specific to client scenarios.
• Assist advisors with strategic sales ideas, prospecting techniques, and competitive product positioning.
• Provide unbiased product guidance and recommend best-in-class solutions and Partner Firm resources.
• Support advisor education on key investment challenges (e.g., secure income needs, college planning).
• Provide education through inbound/outbound phone activity, one-on-one consultations, webinars, presentations, and institution training opportunities.
• Track phone metrics, emails, and consultations to measure activity and question types.
• Provide leads to Wealth Management Consulting, Growth Officers, and Financial Planning teams when appropriate.
• Provide industry trend insights and support marketing and educational campaigns.
• Interface with partner firms and advocate for the resources, tools, services, and support provided to financial professionals.
• Perform other duties as assigned.

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