Related skills
excel territory management finra word series 7📋 Description
- Known quantity in wealth management; strong advisor relationships.
- Provide CIM demand assessments before talks with heads of wealth/alts.
- Leverage experience selling alts to bank platforms for best practices.
- Induce demand and accelerate CIM onboarding via FA/Wealth Mgmt ties.
- Secure internal bank advocates to push CIM fund onboarding.
🎯 Requirements
- Bachelor's degree required
- Active Series 7 and 63 FINRA licenses required
- Territory management/planning experience
- Proficiency with Excel, Word and MS Office
- 7+ years in financial services industry
- Experience with financial instruments
- Real estate or private equity experience preferred; travel 50-75%
🎁 Benefits
- Medical, dental, and vision benefit plans
- Health Savings Account with generous employer contribution
- Company paid life and disability insurance
- 401(k) with company match
- Comprehensive PTO, holidays, sick time, and bereavement leave
- Paid parental leave
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