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Financial Operations Manager

3 semanas atrás


Belém, Pará, Brasil beBeeManaged Account Specialist Tempo inteiro US$57.810 - US$86.715
Key Job Responsibilities

The role involves serving as a subject matter expert for various functions, including model creation and management, trading, multi-account/strategy proposals and implementation, Envestnet Trading methodology, and tax efficiency options. The successful candidate will possess a broad mastery of service and administrative functions and be able to support inquiries from the field on these strategies and processes.

  • Serve as the SME for the field and internal partners on various functions.
  • Advisor as PM: model creation, management, trading.
  • Multi-Account/Strategy proposals and implementation.
  • Envestnet Trading methodology for daily cash analysis, burn cash, raise cash, and rebalancing methodologies.
  • Tax efficiency options for managers/models.
  • Overlay and account shopping features.
  • Account servicing – service requests with connections to custodial systems.
  • Possess a broad mastery of service and administrative functions, including in-depth knowledge of complex product features and processing systems.
  • Proactively and reactively support inquiries from the field on these strategies and processes.
  • Serve as point of contact for customer inquiries from our Investment Advisers, 3rd Party sponsors, and other internal teams.
  • Assist in the creation, maintenance, training and teaching of the relevant products, processes, and technology to both internal and external representatives.
  • Understand and guide the field and internal partners through how activities on the Envestnet and digital platforms interplay with and require actions within the custodial systems to complete the clients' requests.
Required Skills and Qualifications

The ideal candidate will have 3 or more years of extensive industry experience, preferably with a securities license (Series 7 or 6). Knowledge of retail client onboarding/new account process, and advisory products is also required. Strong analytical and organizational skills are necessary, along with proficiency in Outlook, Microsoft Word, and creating Excel spreadsheets and PowerPoint presentations.

  • 3 or more years of extensive industry experience.
  • Securities license preferred (Series 7 or 6).
  • Knowledge of retail client onboarding/new account process, and advisory products.
  • Possess a high degree of self-confidence, work independently and have rapid decision-making ability.
  • Demonstrate ownership and follow through when reviewing workflows, exceptions and anomalies and offer practical solutions.
  • Proficiency in Outlook, Microsoft Word and creating Excel spreadsheets and PowerPoint presentations.
  • Experience in the managed account space, specifically with Envestnet and/or Orion.
  • Experience with Pershing, Fidelity and Schwab custodial systems.
Benefits

This role may also be eligible for annual, sales, or other incentive compensation. As part of Guardian's Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues.

Equal Employment Opportunity

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

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