The Product Manager role, within Wealth Management Solutions, will be responsible for the product management and growth of the life insurance, LTC and DI platform. Overall responsibilities will include carrier relationship management, product and concept knowledge, industry rules and regulations, projects and initiatives, operations, compensation maintenance, and advisor communications, education, and marketing. Key Responsibilities Manage carrie...
The Structured Products and Alternative Investments Sales Consultant is an internal sales support position with the primary responsibility to use technical expertise to help advisors with a variety of products (e.g. structured products, private equity, hedge funds, managed futures, tax advantaged solutions, etc.) and sales strategies, product rules/regulations and appropriate solutions via consultative outbound and inbound calls to increase sales...
Process, reconcile and/or balance for the assigned product according to department policy and procedures. Ensure comprehensive and seamless operations for all transaction requests. Work with both internal and external business partners to research and resolve issues in an accurate and timely manner. Ensure processing of transactions follow industry rules/regulations and internal compliance procedures. Key Responsibilities Process, reconcile and/o...
