Lead Investment Analyst managing investment analysis for institutional retirement plans at Transamerica. Collaborating with teams to launch and monitor investment products focused on client needs.
About the role
- Virtual Financial Advisor consulting on investment and insurance strategies for PNC clients. Growing and retaining client relationships while adhering to regulatory guidelines.
Responsibilities
- Consults on investment and insurance strategies, as well as the development of financial plans for clients.
- Grows and retains an investment and insurance book of business.
- Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
- Acquires, expands and maintains client relationships through business development and client networking.
- Grows client loyalty and share of wallet through an exceptional client experience.
- Applies product and procedural knowledge to solve client problems appropriately and efficiently.
- Develops and implements investment and insurance strategies for clients.
- Determines the best products to support such strategies.
- Presents sound financial recommendations and guidance to clients.
- Establishes individual financial plans based on client financial needs and objectives.
- Monitors financial plans and recommends changes as needed.
- Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities.
- Drives investment education and visibility among branch staff.
- In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results.
- Shows urgency with activities and leads by example.
- Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
- Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management.
- Meets service level agreements on lead and referral follow up.
- Adheres to all applicable laws, regulations, policies and guidelines.
Requirements
- 2+ years of relevant professional experience
- a university / college degree, or a comparable combination of education, job specific certification(s), and experience (including military service)
- Client Prospecting
- Client Relationship Building
- Credit Risk Analysis
- Customer Engagement
- Financial Analysis
- Financial Modeling
- Investment Banking
- Public Speaking
- Relationship Building
- Relationship Management
- FINRA Series 7 and 66 (or 63,65) required
- Life & Health Insurance licenses required
Benefits
- medical/prescription drug coverage (with a Health Savings Account feature)
- dental and vision options
- employee and spouse/child life insurance
- short and long-term disability protection
- 401(k) with PNC match
- pension and stock purchase plans
- dependent care reimbursement account
- back-up child/elder care
- adoption, surrogacy, and doula reimbursement
- educational assistance, including select programs fully paid
- a robust wellness program with financial incentives
- maternity and/or parental leave
- up to 11 paid holidays each year
- 9 occasional absence days each year, unless otherwise required by law
- between 15 to 25 vacation days each year, depending on career level; and years of service
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