Your role

We are seeking a multi-faceted individual to assume responsibilities for the administration of Advisory fee pricing and billing and support the Advisory program management team.

This role is for someone who enjoys the challenge of a fast-paced dynamic environment and is seeking an experience that supports day-to-day deliverables to maintain the business. An ideal candidate should have the skillset to prioritize and focus on multiple projects, bring a high attention to detail and become a contributing member of the team from day one.

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We’re looking for someone like that who can:

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• support pricing inquiries from Financial Advisors, including escalations for FA compensation and client billing inquiries.
• assume responsibility for day-to-day management of Advisory Pricing inbox that captures field requests related to pricing guidance, compensation review, account linking and more
• independently review, process and action requests related to Advisory fee billing, including collaboration with key internal stakeholders
• perform ad-hoc requests that include data analysis, report creation, presentations and various business management tasks
• serve as associate program manager for the Advisory platforms to manage operational issues, strategic & tactical initiatives, field inquiries and sales/marketing support
• facilitate strong interaction with various business areas and other teams such as Legal, Compliance, digital strategy, FA Compensation, Ops, Technology, Marketing, Asset Management and Communications
• assist with management of recurring weekly, monthly and quarterly tactical tasks related to the platform

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Detailed salary information:

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• Weehawken: the salary range for this role is $70000 to $93000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation.

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Your team

The candidate will work within the Advisory Solutions team at our Wealth Management headquarters in Weehawken, New Jersey. Our goal is to provide advisors with the platforms and resources to deliver the investment expertise, portfolio construction and financial oversight today’s clients are looking for.

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Your expertise

• good communication skills, to both technical and non-technical audiences
• strong analytical and problem-solving skills
• solid understanding of Wealth Management, included the managed accounts business
• working knowledge of portfolio construction process
• proven ability to motivate and collaborate with cross-functional colleagues
• strong quantitative ability and attention to detail
• background and understanding of strategy, technology and operations
• strong verbal and written communication skills
• bachelor's degree or equivalent
• series 7 and Series 66 licenses within six months of joining the team

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