The role involves taking responsibility for developing and delivering a major part of the organization's financial product development program to enable overall corporate strategy
Job Summary
The role involves taking responsibility for developing and delivering a major part of the organization's financial product development program to enable overall corporate strategy.
Candidates must coordinate engagement with clients to ensure effective two-way flow of information and resolution of issues while managing investment policies.
This position offers a comprehensive benefits package including medical, dental, vision, life insurance, disability benefits, retirement savings, and paid time off.
Matching Summary
The role involves taking responsibility for developing and delivering a major part of the organization's financial product development program to enable overall corporate strategy.
Salary
Base: $130,000.00-$250,000.00; Bonus/Equity: Additional compensation may include cash or equity; Benefits: Medical, dental, vision, life, disability, retirement, PTO, parental leave
Skills & Requirements
Must-have
15+ years general experience
Bachelor's in Accounting Finance Business Admin
Securities Industry Essentials Exam certification
Nice-to-have
Strategic relationship management skills
Global account development experience
Client-first culture alignment
Key Requirements
More than 15 years of general experience
Bachelor's degree in Accounting, Business Administration, or Finance
FINRA Securities Industry Essentials Exam (SIE) certification