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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managed account programs and operational processes, with strong analytical and problem-solving skills to enhance advisor experiences. Proficient in utilizing financial services tools and maintaining compliance with regulatory requirements.
Highest-signal resume keywords
FINRA Series 7 LicenseFINRA Series 63/65 or 66 LicenseManaged Account Platforms ExperienceSalesforce ProficiencyMicrosoft Excel Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Operational ProcessesAccount MaintenanceInvestment Management StrategiesReport Generation and AnalysisProblem-Solving Skills
Soft Skills
Strong Verbal CommunicationStrong Written CommunicationAttention to DetailOrganizational SkillsAdaptability
Tools & Technologies
SalesforceEnvestnetWealthscapeFBSINetX360
Certifications & Qualifications
High School DiplomaFINRA Series 7 LicenseFINRA Series 63/65 or 66 License
Industry Keywords
Financial ServicesBrokerage OperationsAdvisory OperationsCustomer ServiceWealth Management
Tech Stack
Tools & technologiesNFS
About the role
Key responsibilities & impact- Serve as a primary operational resource for managed account programs
- Respond to advisor and internal inquiries through phone, chat, and email
- Process managed account maintenance requests, account updates, rebalances, and other operational activities
- Develop and maintain subject matter expertise in managed account platforms, products, and operational processes
- Partner with Envestnet and other external vendors to resolve issues, support platform enhancements, and improve the advisor experience
- Assist advisors in implementing investment management strategies using third-party money managers and managed account solutions
- Monitor, analyze, and resolve operational inquiries while meeting service level expectations and quality standards
- Document advisor, vendor, and custodian communications in Salesforce and other designated systems
- Stay current on operational policies, procedures, regulatory requirements, and platform enhancements
- Test, learn, and support implementation of new managed account functionality and enhancements
- Maintain working knowledge of Envestnet, Wealthscape, FBSI, and Thrivent proprietary applications
- Build and maintain relationships with advisors, internal business partners, custodians, and external vendors
- Generate and analyze reports supporting business operations, service delivery, and platform management
- Collaborate with peers, provide operational coverage, and support departmental initiatives
Requirements
What you’ll need- High school diploma or equivalent required
- FINRA Series 7 and 63/65 or 66 licenses required, or ability to obtain required licenses within 90 days of hire
- 1–2 years of experience in financial services, brokerage operations, advisory operations, or a related field
- Strong verbal and written communication skills
- Proficiency in Microsoft Office applications, particularly Excel and Word
- Strong attention to detail and organizational skills
- Ability to manage multiple priorities and adapt in a fast-paced environment
- Strong problem-solving and analytical skills with a focus on delivering exceptional service
- Flexibility to work varying schedules based on business needs, operational priorities, and service volume forecasts
- Preferred: Bachelor's degree or equivalent combination of education and relevant experience
- Preferred: 3+ years of customer service experience and 2+ years of experience within a brokerage, advisory, or wealth management environment
- Preferred: Experience supporting managed account programs and platforms
- Preferred: Familiarity with Envestnet, NFS/Fidelity, Wealthscape, NetX360, or similar wealth management systems
- Preferred: Experience training or educating advisors, financial professionals, or staff
- Preferred: Call center or service operations experience
Benefits
Comp & perks- Various bonuses, including annual or long-term incentives
- Medical, dental, and vision insurance
- Health savings account
- Flexible spending account
- 401(k)
- Pension
- Life and accidental death and dismemberment insurance
- Disability insurance
- Supplemental protection insurance
- 20 days of Paid Time Off each year
- Sick and Safe Time
- 10 paid company holidays
- Volunteer Time Off
- Paid parental leave
- Employee Assistance Program (EAP)
- Well-being benefits