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Advisory Services Segment Manager

Company: VirtualVocations
Location: Fort Myers
Posted on: September 15, 2023

Job Description:

A company is looking for an Advisory Services Segment Manager.
Key Responsibilities:

Serve as the primary contact for the participant advisory services program and its distribution to assigned business segments
Lead the expansion of investment advice and managed account services to in-force across assigned market segments
Work closely with the Sales Director - Advisory Services to execute on cross sales opportunities for in-force clients

Required Qualifications:

Degree in business, finance or similar field
Advisory services operational experience
FINRA Series 65 registration required within corporate-established timelines
Management experience preferred
Ability to maintain a positive approach despite challenges, constraints, and/or customer emotions

Keywords: VirtualVocations, Fort Myers , Advisory Services Segment Manager, Executive , Fort Myers, Florida

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