Advisor Managed Accounts Segment Manager

Company: VirtualVocations
Location: Pompano Beach
Posted on: September 16, 2023

Job Description:

A company is looking for an Advisor Managed Accounts Segment Manager.
Key Responsibilities:

Serve as a primary contact for the Advisor Managed Account program and its distribution across business segments
Lead the expansion of investment advice and managed account services to in-force and new business through partnership with Advisor Managed Account firms and internal stakeholders
Coordinate resolution and response to questions, issues, or exception requests regarding AMA products from internal and external partners

Required Qualifications:

Degree in business, finance, or similar field
Leadership capabilities, including effective communication, project management, and presentation skills
FINRA Series 65 registration required within corporate-established timelines, and other licenses as determined by compliance team
Relationship management and/or sales experience preferred
Ability to maintain a positive approach despite challenges, constraints, and/or customer emotions

Keywords: VirtualVocations, Pompano Beach , Advisor Managed Accounts Segment Manager, Executive , Pompano Beach, Florida