A company is looking for a Senior Investment Solutions Manager to support financial outcomes for clients.Key ResponsibilitiesEngage with retail investment clients and advisors through calls to discuss investment topicsCreate and update investment-related content and respond to client inquiriesSupport the launch of new investment products and assist the Investment Committee as neededRequired QualificationsBachelor's degree7+ years of investment industry experienceFINRA Series 65 requiredStrong understanding of core portfolio management theories and processesSolid grasp of basic financial planning topics
Senior Manager Solutions Management
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