Advisor Relations & Investment Solutions Lead

Insurance Administrative Solutions, L.l.c.; Urbandale (IA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation package

Comprehensive benefits

Opportunities for career acceleration

Job summary

A financial services company headquartered in the United States is seeking an Investment Services Relationship Manager to support business development activities and manage relationships with financial advisors. The ideal candidate will have securities industry experience, strong communication skills, and experience with various investment platforms. This position requires a Bachelor's degree and relevant licenses. A dynamic and supportive work environment is offered with opportunities for career development.

Qualifications

• Must have prior securities industry experience.
• Knowledge of clearing firm platforms is essential.
• Series 6/7 and 65/66 licenses required or willingness to take exams.

Responsibilities

• Develop and grow relationships with financial advisors.
• Support investment and business development activities.
• Prepare marketing materials and presentations for advisors.

Skills

Excellent written and verbal communication skills

Solid customer service experience

Strong attention to detail

Ability to prioritize and work in a fast-paced environment

Education

Bachelor's degree from four-year College

3 - 5 years related experience or training

Tools

TD Ameritrade

Schwab

Pershing

Job description

A financial services company headquartered in the United States is seeking an Investment Services Relationship Manager to support business development activities and manage relationships with financial advisors. The ideal candidate will have securities industry experience, strong communication skills, and experience with various investment platforms. This position requires a Bachelor's degree and relevant licenses. A dynamic and supportive work environment is offered with opportunities for career development.