דרושים Management Consultant ב-United States, Florida, West Palm Beach

Job Description:

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Required Qualifications:

• FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or 66
• Displays advanced industry knowledge and understanding of investment products

Desired Qualifications:

• Energetic individual that is self-motivated, coachable and flexible in thought
• Enjoys a fast-paced environment with changing and evolving responsibilities
• Detail oriented
• Invested in personal development
• Consistently pursues client experience excellence
• Works quickly to fulfill client needs, delivering complex solutions
• Frequent communication and an abundance of discretion with sensitive information
• Microsoft Word, Excel and PowerPoint experience with Salesforce a plus
• Professional verbal and written communication​​

Responsibilities:

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Skills:

• Account Management
• Client Management
• Customer and Client Focus
• Issue Management
• Oral Communications
• Business Development
• Client Solutions Advisory
• Pipeline Management
• Prioritization
• Administrative Services
• Emotional Intelligence
• Referral Identification
• Written Communications

Minimum Education Requirement:High School Diploma / GED / Secondary School or equivalent

• For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.

About the role

As an Associate Portfolio Manager, you will focus on various markets across EMEA, interacting with the front office to devise appropriate portfolio solutions to meet clients’ goals; managing cash levels, asset allocation deviations, hedging strategies, tactical trade implementation and clients’ liquidity needs.

You will leverage your deep understanding of financial markets, portfolio management theory, product knowledge and trade execution. You will work directly with fellow Strategy and Solutions teams to construct and implement investment ideas within the discretionary business.

Job responsibilities

• Implementation of the Bank’s various CIO teams’ views to ensure the bank's best investment thinking is reflected consistently in our clients’ accounts
• Maintain knowledge of the investment solutions utilized throughout the Private Bank, including, mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts
• Maintain knowledge of each account's unique requirements/sensitivities and effectively translate into portfolio management decisions
• Monitor accounts for model drift and strategy deviation across asset classes and rebalance portfolios when required
• Monitor investment vehicle selection and resulting exposures
• Monitoring cash and security activity in client accounts
• Communicate PMG trading activity and initiatives to internal clients and partners
• Market PMG effectively to all internal clients to continue to grow the team's footprint in Europe
• Maintain effective controls within the governance structure, to mitigate risks and ensure consistency
• Embrace new technology to develop scalability of the business

Required qualifications, capabilities and skills

• Minimum Bachelor's degree
• Asset and/or Wealth and Money Management experience
• Ability to demonstrate a passion for and understanding of financial markets and investment solutions
• Detail orientated and process focused
• Ability to operate in a fast-moving and demanding environment
• Work effectively as part of a global team
• Aptitude to identify and minimize investment/business risk
• Strong communications skills
• English proficient

Preferred qualifications, capabilities and skills

• CFA qualification
• Additional languages.

In this role you will:

• Sit within assigned bank branches and originate mortgage loans. Collaborate with branch leadership, participate in branch huddles, mentor and coach employees to increase knowledge of mortgage products and processes. Perform miscellaneous duties as needed and required

• Conduct outbound calls to existing and prospective customers regarding mortgage loan products and complete associated tracking activities

• Interact with customers to understand their needs and provide them with high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs

• Process loan applications for mortgage transactions and review rates and terms within guidelines

• Maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication

• Continuously pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements

• Adhere to policies, underwriting requirements, compliance requirements, and loan procedures. Collaborate with fulfillment partners to meet the needs of our clients throughout the origination process

• Stay informed of mortgage industry trends and developments in the assigned market and develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace

• This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

• 2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education

Desired Qualifications:

• 2+ years of mortgage retail sales experience

• Expertise of general lending products and overall mortgage industry experience

• Experience with retail residential mortgage, purchase fundings over the past 12 months referred primarily from established, local or external sources

• Established relationships with diverse realtor organizations and affordable lending nonprofits in assigned market

• Experience with community loan products inclusive of specialized LMI mortgage solutions, lender paid assistance programs and 3rd party assistance programs

• FHA/VA & conventional loan experience is preferred

• Knowledge and understanding of sales prospecting and generating referrals

• Experience with educating clients on various mortgage purchase programs

• Experience developing and cultivating professional relationships

• Customer service experience

• Basic Microsoft Office skills

• Excellent verbal, written, and interpersonal communication skills

• Ability to provide leadership by coaching, training, and mentoring

• Bilingual speaking proficiency in Spanish/English preferred

Job Expectations:

• Willingness to travel

• Reliable transportation

• Ability to work nights, weekends, or holidays as needed or scheduled

• Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

• This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

Location(s):

• 802 Southern Blvd, West Palm Beach FL 33405

• 11900 Forest Hill Blvd, Wellington FL 33414

• 4300 Forest Hill Blvd, West Palm Beach FL 33406

• 4900 Okeechobee Blvd, West Palm Beach FL 33417

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Being the cybersecurity partner of choice, protecting our digital way of life.

Your Impact

• Recruit and hire new Solutions Consultants into the territory, hiring the best talent in the industry
• Responsible for training, mentoring, and reviewing employees on your team, keeping them engaged and successful in their careers
• Support field Solutions Consultant team in complex evaluations, problem-solving and challenging customer environments
• Leads and coaches team on successful technical validation efforts based on best practices to ensure technical win in assigned opportunities
• Define, create and monitor individual development plans for your team
• Works closely with Professional Services, Customer Success and Specialist teams to ensure overall customer implementation and adoption of solutions
• Provide effective technical leadership in customer interactions to include sharing security trends and standard methodologies employed by other customers to actively be part of the selling process
• Drive Palo Alto Networks Platformization efforts within your accounts
• Work closely with the Domain Specialist Manager to ensure optimal use of resources and align the required resources to the projects you are handling
• Act as an escalation point to collaborate with pre-sales and post-sales teams for any issues that arise
• Build and maintain relationships with key customers to solidify reference accounts and to assist the account teams with defining plans to drive more business
• Present to customers as our expert in your area at all levels in the customer hierarchy from technician to CIO
• Discuss competitor products in the marketplace and positions ours as the best alternative
• Working with Product Management, Technical Marketing, and R&D to build requirements and product features for our large customers and provide feedback from customers
• 50-75% travel within the region
• Work with your sales counterpart (DSM) to develop a technical strategy that accelerates growth. Identify key verticals, markets, use cases, and solutions to focus on, and devise a comprehensive strategy and engagement model tailored to your region or district

Your Experience

• Experience as a pre-sales System Engineer Manager
• Experience as a Senior System Engineer/Specialist
• Industry knowledge of security product market trends and directional awareness of our roadmap and technology development efforts, knowledge of competitor offerings and products
• Knowledge of how to deliver comprehensive security solutions to Palo Alto Networks customer base
• Experience in selling, designing, implementing or managing one or more of the following solutions: Network Security, SASE, SaaS, CNAPP and/or SOC Transformation Technologies
• Partnering with Customer Support functions to ensure successful implementation and adoption of sold solutions
• Strong communication (written and verbal) and presentation skills
• Quota driven attitude focused on client's best solution by being a trusted advisor
• Proficient in English

Compensation Disclosure

The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary + commission target (for sales/commissioned roles) is expected to be between $224000/YR - $308000/YR The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found .

All your information will be kept confidential according to EEO guidelines.

Regular or Temporary:

English (Required)

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.

2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.

3. Assist clients with trades, requests for information, research, account problems, etc.

4. Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives.

5. Participate in the preparation for and delivery of client presentations and engagements.

6. Assist the Advisor in developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals.

7. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.

2. 4 years professional experience, including 1 year of experience in the securities industry.

3. FINRA Series 7 and 66.

4. Applicable state health and life insurance licenses, jurisdictional registrations must match that of the advisor(s) supported.

5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.

6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

Preferred Qualifications:

1. Willingness to pursue additional credentials in the wealth and investment fields.