Senior Product Specialist
Core
Develop, deliver, and support advisory products and programs to enhance the client and advisor experience, driving asset growth and revenue generation.
Role type
Senior Product Specialist (Wealth Management)
Builds
Advisory products, programs, and client experience initiatives
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Financial services product development, data analysis, problem-solving, Microsoft Office data tools, advisor/customer service experience
Preferred skills
FINRA Series 7 license, project management, knowledge of advisory platforms
Technologies
Microsoft Office
Responsibilities
Support development of Advisor/Client Experience across the advisory platform; Complete analysis and make research-based recommendations to improve product features, sales, marketing, and processes; Contribute to requirements and delivery of new products and services; Identify opportunities to recommend, develop, and build competitor analysis capabilities.