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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing and delivering innovative investment solutions, with a strong focus on managed accounts and regulatory compliance. Proven ability to lead cross-functional teams and integrate third-party platforms to enhance investment capabilities.
Highest-signal resume keywords
Wealth Management ExperienceAlternative Investment StructuresThird-Party Platform IntegrationProject Management SkillsRegulatory Compliance Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment Solution DesignDirect IndexingIncome Solution DesignCompetitive BenchmarkingInvestment Framework DefinitionOperational IntegrationTechnical IntegrationGrowth Strategy DevelopmentTraining Material CreationSales Support Resource Development
Soft Skills
Excellent Communication SkillsLeadership ExperienceAbility to Navigate Complex Environments
Industry Keywords
FINRA RequirementsSEC RequirementsERISA RegulationsRetirement Plan RegulationsPrivate Placement RegulationsAccredited Investor StandardsQualified Purchaser StandardsFINRA Suitability Rules
About the role
Key responsibilities & impact- Oversee the strategy, development, and delivery of innovative investment solutions supporting Retail managed accounts offerings
- Lead end-to-end design and implementation of new investment solutions
- Define investment solution frameworks and eligibility and qualification criteria
- Partner with internal investment teams and external managers
- Oversee supporting infrastructure and operational and technical integrations with third-party platforms
- Define and execute long-term product and platform vision and roadmap
- Conduct competitive benchmarking across advisory programs, fee structures, and solution types
- Develop growth strategies using training, digital engagement, and advisor education
- Partner with legal and compliance teams to ensure regulatory compliance
- Oversee disclosures, suitability frameworks, offering documents, and supervisory procedures
- Serve as subject matter expert for inquiries, audits, and supervision requests
- Maintain committee oversight of investment agreements
- Create training materials, product guides, and sales support resources for advisors
- Collaborate with technology, operations, platform partners, investment teams, marketing, and distribution
- Provide guidance and thought leadership as managed programs evolve
Requirements
What you’ll need- 5 years of experience in wealth management, asset management, or financial services with a meaningful focus on managed accounts
- Strong understanding of alternative investment structures
- Experience with third-party platform integration
- Experience with Direct Indexing and Income Solution design
- Demonstrated experience working across technology, operations, compliance, and distribution teams to bring new investment capabilities to market at scale
- University degree preferred
- 7+ years of experience in wealth management, asset management, or financial services with a meaningful focus on managed accounts preferred
- Strong project management skills
- Ability to navigate complex cross-functional environments
- Excellent communication skills
- Prior leadership/management experience preferred
- Knowledge of firm policies, FINRA and SEC requirements, ERISA, retirement plan regulations, private placement regulations, accredited investor and qualified purchaser standards, and FINRA suitability rules
- Must be able to perform sedentary work
Benefits
Comp & perks- Superior retirement program
- Competitive health, wellness, and work-life offerings
- Financial, emotional, and physical well-being support
- Meaningful learning experiences and development pathways
- Future-focused skills and AI tools
- Incentive program linked to performance may be available, including annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans