Adoption Lead driving enterprise use of Microsoft 365 Copilot and Power Platform at a leading financial institution. Focused on user training, community building, and maximizing productivity tool ROI.
About the role
- Option Strategist at SpiderRock Advisors developing option strategies and cultivating relationships within the wealth management sector. Required expertise in asset management and retail wealth channels.
Responsibilities
- raise assets for SRA strategies within designated client and prospective client firms
- provide advanced education and communicate complex strategies to client base
- demonstrate flexibility, creativity, and attention to detail
- lead initiatives to enhance SRA’s market presence and client engagement
Requirements
- 10+ years of experience in asset management
- strong record covering private wealth channels (wirehouses and/or RIAs)
- CFA, CAIA, or MBA required
- in-market and virtual meetings experience
- ability to originate and convey sophisticated concepts
- experience in CRM systems for strategic relationship management
- ability to develop and oversee daily Sales Plans
- experience leading and supporting strategic marketing initiatives
- mentoring and guidance skills for junior team members
Benefits
- healthcare
- leave benefits
- retirement benefits
- annual discretionary bonus
- strong retirement plan
- tuition reimbursement
- support for working parents
- Flexible Time Off (FTO)
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