Wealth Management Platform Manager

HJ Sims; Boca Raton (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

HJ Sims is seeking an advisor trainer to support the rollout and ongoing adoption of wealth management products for Sims Advisors. You will provide training, assist with client onboarding, and work with branch offices to deliver presentations to managers and advisors.

The role requires proficiency in the wealth management consultative process and knowledge of product areas, with opportunities to collaborate with the Investment Strategy Team on custom portfolios and client-focused materials.

Qualifications

• Proficiency in wealth management consultative process and due diligence.
• Knowledge of wealth management products: managed accounts, models, securities, funds.

Responsibilities

• Support rollout and adoption of wealth management products for Sims Advisors.
• Provide training to advisors to improve client servicing in the RIA context.
• Assist with client onboarding and ongoing account setup.
• Visit branch offices to present to managers and advisors.
• Coordinate with Investment Strategy Team for custom portfolios and RFPs.

Skills

Training delivery

Wealth management

Client onboarding

Presentation support

RIA software

Tools

RIA platforms

Job description

• Provide aspects of RIA platform training, rollout, continued monitoring and overall support for Sims Advisors
• Utilize the firm’s approved platforms to assist advisors in developing presentation materials for their clients or help coordinate with the Investment Strategy Team for custom portfolios and RFP responses.
• Have general knowledge of all product areas of Wealth Management – managed accounts, HJ Sims proprietary models, individual securities, alternative investments, mutual funds etc.
• Be proficient in the wealth management consultative process and due diligence procedures
• Provide training to assist advisors to become more proficient at supporting and servicing their clients in the RIA
• Visit Sims Private Client branch offices periodically/ as needed to make presentations and assist branch office managers and advisors
• Work in conjunction with advisors to support public seminars for clients and prospects
• Assist managers in the guidance and training of future team members

Specific Responsibilities

Managed Accounts and New Product Support:

• Actively supports the initial rollout and adoption of wealth management products by HJ Sims Advisors
• High energy interaction with all members of HJ Sims including, advisors, branch personnel and other members of Sims to drive understanding and ultimate success of all broker/dealer wealth management products and services
• May review new managed account documentation before opening for portfolio risk tolerance and completeness
• Assist with quarterly/semi-annual internal reviews of managed accounts
• Assist advisors with client onboarding for managed accounts
• Assists operations with billing set-up and ongoing fee disbursements
• Become proficient in RIA and broker/dealer software and tools
• Additional licensing may be required and adequate time will be given