Financial Reporting Lead
Longbridge Financial, LLC (NMLS# 957935)
Head of Wealth Product – Investment Strategy, Trust
TD
full-time
Posted on:
Location Type: Hybrid
Location: New York City • Massachusetts, New Jersey, New York, North Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $250,000 - $370,000 per year
Job Level
Lead
About the role
- Owns responsibility for US Wealth's Banking and Investment Products
- Provides people management leadership by hiring talent, setting goals, and managing employee performance
- Ensures regulatory compliance and oversight of all regulated activities
- Builds relationships with Third-Party asset managers and product manufacturers
- Communicates effectively to all US Wealth partners and external COI's and media
Requirements
- Bachelor’s degree required; graduate degree preferred
- 10+ Years of related Investment and Wealth Management experience
- FINRA Series 7, 24, 66 (or equivalent)
- Must possess in-depth knowledge and experience in the areas of Modern Portfolio Theory
- Must possess in-depth knowledge of investment and brokerage industry trends
Benefits
- Health and well-being benefits
- Paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
- Career development
- Reward and recognition programs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment managementwealth managementregulatory complianceportfolio managementbrokerage industry knowledgeModern Portfolio Theory
Soft skills
people managementgoal settingperformance managementrelationship buildingeffective communication
Certifications
FINRA Series 7FINRA Series 24FINRA Series 66
