Technical Specialist: Product
Core
Provide technical advisory support and subject matter expertise on wealth products to a national network of financial advisors.
Role type
Mid-Senior Technical Specialist (Wealth Product)
Builds
Competitive product suite and advisory support processes
Domain
Financial Services (Wealth)
Deliverable
client delivery
Required skills
deep technical expertise in investments and financial planning, senior-level engagement, management abilities, problem identification and assessment, analytical skills, influence and negotiation
Preferred skills
Postgraduate Diploma in Financial Planning
Technologies
N/A
Responsibilities
Provide ongoing proactive and reactive technical advisory support to advisers and distribution teams on complex advice-related matters; Act as subject matter expert on technical product and advice matters including participation in technical/distribution committees; Work with product providers to ensure product suite competitiveness; Collaborate on product and provider due diligence; Manage the large case review process and present findings to senior management; Evaluate and improve the large case process; Facilitate technical training for junior staff; Draft, review, and sign-off marketing and technical content
Seniority
Mid-Senior, hands-on IC with management responsibilities