What is the opportunity?

This position is responsible for promoting advisory, fee-based program sales by educating brokers on programs covered, providing program recommendations, service and support to Financial Advisors (FAs), developing and facilitating ease of doing business initiatives, assisting the IAG risk monitoring process, and conducting training programs. This function also acts as a liaison for brokers with internal departments to resolve issues on fee-based programs.

What will you do?

• Program Service and Support:

  • Support FAs using fee-based programs by providing product expertise and guidance on advisory, fee-based program features, appropriate usage, pricing and tools.

  • Provide guidance to financial advisors with accounts appearing on the investment policy report.

  • Provide active support on helping advisors understand the details of advisory programs and options available to them to support clients.

  • Troubleshoot information flow between operations, sales, portfolio implementation team, program management and other internal partners.

• Recruiting

  • Help review and support of onboarding new recruits advisory practice including advisory program education and training.

• Field Productivity and Training

  • Provide one-on-one and group level product training to FAs and key support staff. Actively assist in the development and implementation of training and education functions for FAs and branch support staff designed to increase productivity and field efficiencies. Proactively organize and facilitate information flow to FAs regarding program changes, enhancements and best practices for fee-based programs.

  • Partner with and promote internal teams by identifying opportunities for synergies and leverage that will further FAs’ understanding and efficient use of programs.

• Assist IAG Product Management on various projects, as needed

What do you need to succeed?

Must-have

• Undergraduate degree in business or finance preferred

• 3+ years securities or financial markets experience required with knowledge of fee-based business preferred

• Strong understanding of fee-based platforms and Financial Advisor needs

• Good problem solving skills

• Strong customer service orientation

Nice-to-have

• Understanding of the retail sales process as it relates to fee based programs

• Strong oral and written communication skills with the ability to influence and persuade colleagues and FAs across the organization.

• Series 7, 63, 65 or 66 license or ability to get licensed

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

• Leaders who support your development through coaching and managing opportunities

• Ability to make a difference and lasting impact

• Work in a dynamic, collaborative, progressive, and high-performing team

• Flexible work/life balance options

• Opportunities to do challenging work

• Opportunities to take on progressively greater accountabilities

• Access to a variety of job opportunities across business

Job Skills

Communication, Critical Thinking, Customer Service, Group Problem Solving, Interpersonal Relationship Management, Problem Management, Product Services, Teamwork, Training People, Written Communication

Additional Job Details

250 NICOLLET MALL:MINNEAPOLISMinneapolisUnited States of America40Full timeWEALTH MANAGEMENTRegularSalaried2024-07-29