Investment Product Consultant managing investment offerings on the Envestnet platform for MML Investors Services. Collaborating with legal and compliance to ensure best-in-class offerings.
Responsibilities
Manage the current Envestnet platform investment offerings in the various WMS programs.
Monitor for Field Escalation issues.
Work with legal, compliance, trading, and operations to ensure MMLIS investment offerings are best in class.
Participate in driving the strategy for new offerings on the WMS platform and ensure all offerings have a best in class product shelf to support them.
Liaison with the Banking and Lending segment of the business and assist in integrating their product offerings into the overall Orion technology platform.
Requirements
7+ years’ experience in the financial services industry
Series 7 at time of application or must obtain within 1 year of hire
3+ years' participating in product implementation projects
3+ years' experience in relationship management
7+ years in the use of configuration, implementation and enhancement of product technology platforms
Proven capabilities in design that can give the broker dealer a competitive edge
Persuasive communication and presentation skills
Strong problem-solving skills
Proficient in the Microsoft suite of products (Excel, PowerPoint, and Word)
Proven capabilities in building out investment advisory enhancements and programs that are cutting-edge within the investment advisory marketplace
Benefits
Regular meetings with the Team
Focused one-on-one meetings with your manager.
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups
Access to learning content on Degreed and other informational platforms
Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
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