Investment Solutions Specialist

Jobtailor; Kentucky; On-site; USD 70,000 - 110,000; Full time

Job summary

Jobtailor is seeking a skilled professional to partner with Financial Advisors and Portfolio Managers, delivering investment solutions across the managed platform. You will support Advisory Solutions, Lending & Liquidity, and Investment Products while serving as a platform expert for the field.

Responsibilities include collaborating on process improvements, maintaining platform relationships, and addressing operational issues.

Qualifications

• Bachelor’s degree or equivalent education/experience.
• 3 years of relevant experience.
• SIE, Series 7 & 66 licensed within 18 months of start date.
• Ability to navigate Baird’s Private Wealth Management tech platforms: Thomson ONE, ValueOne, Envestnet.
• Exceptional written and verbal client service skills.
• Proficient in Microsoft Office suite (Word, Excel, PowerPoint).
• Utilizes artificial intelligence tools to modify processes or improve decisions.

Responsibilities

• Partner with Financial Advisors, Branch Associates, Portfolio Managers and Key Partners on investment solutions across the platform.
• Support day-to-day management of Advisory Solutions, Lending & Liquidity, Investment Products, and Key Accounts.
• Serve as a subject matter expert on general platform inquiries.
• Collaborate to implement process and service enhancements with internal partners and the branch network.
• Manage relationships and maintain familiarity with the platform.
• Address operational issues regarding the platform with the field.

Skills

SIE License

Series 7 License

Series 66 License

Investment Knowledge

Client Service Skills

MS Office Proficiency

AI Tools Usage

Education

Bachelor’s Degree

Tools

Thomson ONE

ValueOne

Envestnet

AI Tools

Microsoft Office

Job description

• Partner with Financial Advisors, Branch Associates, Portfolio Managers, and other Key Partners regarding investment solutions available across the managed investment platform
• Support day-to-day management of Advisory Solutions, Lending & Liquidity, Investment Products, Alternative Investments, and Key Account Relationships
• Serve as a subject matter expert on general platform inquiries
• Work with internal partners, the branch network, and Investment Solutions associates to implement process and service enhancements
• Manage relationships and maintain in-depth familiarity with the broad platform
• Address immediate operational issues regarding the platform with the field
• Map Financial Advisor recruits into appropriate products and services
• Handle account-level exception requests from the field
• Partner with Branch Consultants for educational and networking services
• Develop guidelines, tools, and best practices in support of the business
• Incorporate external and internal feedback to improve service standards and processes
• Perform any other duties as assigned

Requirements

• Bachelor’s degree required or equivalent combination of education and relevant experience
• 3 years of relevant experience
• SIE, Series 7 & 66 licensed required within 18 months of start date
• Ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms, including Thomson ONE, ValueOne, and Envestnet
• Exceptional written and verbal client service skills
• Proficient in Microsoft Office suite, including Word, Excel, and PowerPoint
• Utilizes artificial intelligence tools to modify processes or improve decision making
• History of delivering consistent, high quality performance
• Strong organizational skills and ability to prioritize and manage multiple tasks simultaneously
• Ability to act as a team player and assist others in the department when necessary
• High attention to detail
• Ability to lead discussions and presentations
• Strong analytical skills

Core Competencies

Demonstrates expertise in managing investment solutions and client relationships while effectively utilizing technology platforms. Strong analytical and organizational skills are essential for enhancing service standards and processes.

Highest-signal resume keywords

• SIE, Series 7 & 66 Licensed
• Investment Products Knowledge
• Client Service Skills
• Microsoft Office Proficiency
• Process Improvement

ATS Optimization Keywords

Hard Skills

• Investment Solutions Management
• Operational Issue Resolution
• Account-Level Exception Handling
• Process and Service Enhancements
• Analytical Skills

Soft Skills

• Exceptional Written and Verbal Communication
• Strong Organizational Skills
• Team Player
• High Attention to Detail
• Ability to Lead Discussions

Certifications & Qualifications

• Bachelor’s Degree
• SIE License
• Series 7 License
• Series 66 License

Industry Keywords

• Private Wealth Management
• Advisory Solutions
• Lending & Liquidity
• Alternative Investments
• Key Account Relationships

Tools & Technologies

• Thomson ONE
• ValueOne
• Envestnet
• Artificial Intelligence Tools
• Microsoft Office Suite