Investment Operations
Overview
We're looking for an Investment Operations specialist to join our team. Whether you're looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then we believe there's no better place to work.
The functions of this role are to support the firm’s Investment Specialist in day-to-day operational duties, sharing knowledge of investment-related products, and acting in a relationship-building capacity with the firm’s Registered Representatives; and working closely with Home Office to implement and deliver on key initiatives. While this role does not solicit the sale of insurance or investment products, it does require that you obtain and maintain the FINRA Series 66 & Series 7 securities registrations.
Essential Support Function
Product Support
Broker-Dealer Liaison
Client Experience Responsibilities
Relationship Management Responsibilities:
Required Skills and Competencies:
Compensation and Location
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