Associate, Investment Solutions

• Document advisor and partner firm interactions within CRM.
• Maintain accurate records of meetings, opportunities, and follow-up activity.
• Track advisor engagement, adoption trends, and pipeline development.
• Analyze the relationship between advisor interactions and product adoption.
• Generate reporting to measure activity, engagement, adoption, and business outcomes.

• Partner with the Data Analytics team to develop and maintain adoption dashboards.
• Track key performance indicators, including: Advisor engagement activity, Solution adoption rates, Sales opportunities generated, Marketing campaign engagement, Pipeline development, Revenue influence, and Product utilization trends
• Advisor engagement activity, Solution adoption rates, Sales opportunities generated, Marketing campaign engagement, Pipeline development, Revenue influence, and Product utilization trends
• Present results, insights, and recommendations to leadership.

· Bachelor's degree in Business, Finance, Marketing, Communications, or a related field.

· 3+ years of experience in wealth management, financial services, business development, relationship management, or a client-facing consulting role.

· Demonstrated success building relationships and influencing business outcomes in a consultative environment.

· Strong verbal and written communication skills with the ability to present effectively to advisors, executives, and business partners.

· Proven ability to manage multiple priorities while maintaining strong attention to detail and organizational effectiveness.

· Experience utilizing CRM platforms to manage relationships, pipeline activity, and reporting.

· Ability to travel as needed for advisor meetings, conferences, and partner firm visits.

· Experience supporting or selling investment solutions within an RIA, broker-dealer, asset manager, TAMP, or wealth management organization.

· Working knowledge of investment management, portfolio construction, capital markets, managed accounts, insurance solutions, and alternative investments.

· Experience driving advisor engagement, product adoption, or strategic business development initiatives.

· Strong analytical skills with experience interpreting business metrics, adoption trends, and performance reporting.

· Demonstrated ability to collaborate across multiple business units and influence stakeholders without direct authority.

· Experience presenting to financial advisors, executives, or external business partners.

· Familiarity with CRM reporting tools, business intelligence platforms, and Microsoft Office Suite.

· FINRA registrations (Series 7, 63/65/66) or the ability to obtain, if required for the role.

We believe in supporting our employees both personally and professionally by offering a comprehensive and competitive benefits package designed to promote well-being, financial security, career growth, and work-life balance.

• Medical, dental, and vision insurance options
• Health Savings Account (HSA) programs
• Employer-paid life and disability insurance
• Wellness initiatives and preventative care support

• Compensation Package - Competitive base compensation ($100,000-$125,000) plus a 10% annual bonus eligibility
• 401(k) retirement plan with company match
• Employee referral bonus program

• Unlimited paid time off (PTO) package
• Paid company holidays
• Paid parental leave
• Hybrid work schedule

• Ongoing learning and development opportunities
• Professional certification and continuing education support
• Career growth and internal mobility opportunities
• Access to mentorship and leadership development programs

• Company-sponsored events and employee engagement activities
• Technology and equipment support for applicable roles
• Inclusive and collaborative workplace culture
• Volunteer and community engagement opportunities