Investment Service Specialist – Long Short
Wealth Enhancement Group
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $90,000 - $100,000 per year
Job Level
Mid-LevelSenior
About the role
- Support Advisor Teams by delivering exceptional investment services
- Work closely with our Advisor teams, serving as an expert on WEG long short SMA operations, providing guidance, assistance, and recommendations.
- Assist advisors in implementing customized SMA solutions aligned with client objectives.
- Collaborate with Investment Strategy and other internal teams to develop materials and resources that enhance advisor engagement.
- Participate in the creation of presentations for end clients who are looking to participate in Long Short SMA investing
- Collaborate with internal and external partners to help implement long short SMA’s
- Work closely with custodians, managers, and internal stakeholders to ensure accurate and timely execution of SMA strategies.
- Partner with senior team members to support portfolio implementation and respond to ad hoc requests.
- Ensure proper setup and integration within systems to maintain operational integrity.
- Coordinate with third-party managers to facilitate onboarding and servicing of SMA accounts
- Drive process improvements and operational efficiency
- As an subject matter on the broad range of WEG’s advanced investment platform, seek ways to partner and leverage evolving technologies to increase the efficiency of investment operations.
- Partner with business optimization teams on initiatives that improve scalability and reduce operational complexity.
- Collaborate with cross-functional groups to refine processes and leverage technology for greater efficiency.
- Develop creative solutions that reduce administrative burden and encourage adoption of advanced investment solutions.
Requirements
- Bachelor's degree (or equivalent experience) in business, finance or economics, or related
- 3 years of experience in Financial Services with a focus on investment operations
- Knowledge of financial markets and investment operations
- Proven written and verbal (presentation) communication skills with the ability to successfully interact with people at all levels of the organization and clients
- Ability to create quality written presentations and articles for Advisor and client consumption
- Ability to organize and prioritize workflow and projects
- Proficient with Microsoft Office Suite or related software.
- Familiarity with Salesforce and Support Org functionality
Benefits
- Training and professional development
- Medical, dental and vision coverage (Available to full-time employees and their families)
- Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
- Life and AD&D insurance – employer paid and voluntary options
- Short-term and long-term disability, workers compensation – employer paid
- 401k with match and profit sharing
- Wellness programs and resources
- Voluntary benefits, including pet insurance
- 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
- 12 paid holidays each year (10 pre-determined and 2 floating days)
- Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
- Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment servicesSMA operationscustomized SMA solutionsportfolio implementationprocess improvementsoperational efficiencyfinancial marketsinvestment operationspresentation creationworkflow organization
Soft skills
communication skillscollaborationproblem-solvingcreativityorganizational skillsprioritizationclient interactionteam supportadaptabilityengagement