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The Third Party Content Consultant manages the intake and approval of third-party marketing materials, ensuring compliance with financial regulations, collaborating with marketing teams, and overseeing project timelines. They are responsible for maintaining a library of content, conducting regulatory research, and training new associates while participating in audits and industry meetings.
The Sr. Advanced Planning Strategist consults with financial professionals and presents wealth strategies, develops marketing materials, and conducts training. The role requires effective communication, relationship building, and sales skills, along with providing analytical support for consulting activities.
The Financial Compensation Analyst provides analysis and support for compensation programs, performing modeling, data analysis, and ensuring data accuracy. Responsibilities include managing compensation data, participating in compensation surveys, and supporting HR stakeholders. The role requires strong analytical skills to validate data and assist in compensation administration processes.
The Hybrid Product Wholesaler is responsible for achieving sales goals through strategic business planning and engagement with financial advisors. This role involves collaborating with External and Internal Wholesalers, hosting virtual meetings, and utilizing a data-driven approach to maximize territorial sales while managing resources effectively.
The Hybrid Product Wholesaler is responsible for implementing business plans to attain sales goals by engaging financial advisors. Duties include cultivating business relationships, hosting virtual meetings, managing territory sales through a data-driven approach, and maintaining product knowledge. The role also requires collaboration with External and Internal Wholesalers, and attending conferences as necessary.
The Hybrid Product Wholesaler is responsible for creating and executing strategic business plans to meet sales goals. This includes fostering relationships with a targeted group of financial professionals, hosting virtual meetings, and collaborating with External and Internal Wholesalers to promote company initiatives and products. The role also involves utilizing data-driven tools to enhance sales strategies and interacting with advisors via phone, email, and in-person where necessary.