Base salary not specified; + compensation may incl...
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Structured investments trading experience
Pre-trade suitability review execution
Bloomberg terminal proficiency
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Willenborg Wealth Management is seeking a Structured Investments Trading & Operations Analyst to facilitate trading and operational functions for their Structured Investments platform. The role requires a blend of financial services experience, communication skills, and the ability to analyze and improve processes.
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Job Summary
The role involves facilitating the entire life cycle of structured investments including initial setup, pre-trade reviews, and market trading.
Employees must provide best-in-class service to financial advisors through inbound phone coverage and email regarding product education and trading.
The position offers a comprehensive benefits package including medical, dental, vision, life insurance, disability benefits, and retirement savings.
Matching Summary
Match Score: 75
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Willenborg Wealth Management is seeking a Structured Investments Trading & Operations Analyst to facilitate trading and operational functions for their Structured Investments platform. The role requires a blend of financial services experience, communication skills, and the ability to analyze and improve processes.
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Salary
Base salary not specified; Additional compensation may include cash or equity; Discretionary bonuses or commissions possible
Skills & Requirements
Must-have
Structured Investments trading experience
Pre-trade suitability review execution
Bloomberg terminal proficiency
MS Office and database concepts
High-volume phone system handling
Nice-to-have
Process improvement initiative leadership
Collaborative cross-functional teamwork
Data visualization tool familiarity
Strong client relationship cultivation
Proactive risk mitigation mindset
Key Requirements
Bachelor's Degree in Finance or Business Administration
Minimum one year financial services experience
FINRA Series 7 license or ability to obtain within six months