What are the responsibilities and job description for the Complex Products Specialist position at Revolt Financial?
Complex Products Specialist
Location: Remote; preferably based in Alpharetta, GA
Compensation: $90,000 to $110,000 base salary plus performance bonus and benefits | Full-Time | W2
About the Role:
Our client, a successful and well-established RIA, is seeking a Complex Products Specialist with expertise in complex products to support their growing operations team. The ideal candidate is analytical and resourceful, with experience supporting complex investment workflows within a wealth management, RIA, or broker-dealer environment. They bring sharp critical thinking and an investigative approach to problem-solving and are comfortable navigating sophisticated investment solutions, including separately managed accounts, third-party money managers, alternative investments, and fee-based annuities. In this role, they will serve as a key resource to advisors and internal teams, guiding complex or non-standard investment processes that require additional coordination and oversight.
What You'll Do:
- Support operations and client service teams with account setup, transfers, and updates for complex investment products, including SMAs, alternative investments, and fee-based annuity products
- Serve as a resource for advisors and internal teams by answering product and operational questions and troubleshooting account issues
- Review client paperwork, agreements, and disclosures to ensure accuracy, completeness, and compliance
- Partner with investment, transition, and operations teams to coordinate onboarding and transfers of complex investment accounts
- Develop and refine operational processes, documentation, and training related to complex products
- Identify opportunities to improve workflows, efficiency, and overall client experience
What We're Looking For:
- 3 years of experience in investment operations, wealth management operations, or a similar financial services environment
- Experience supporting complex investment products such as SMAs, third-party money managers, alternatives, and fee-based annuities
- Demonstrated understanding of operational workflows within an RIA, broker-dealer, or wealth management platform
- Ability to solve problems and navigate complex or non-standard situations
- Close attention to detail and strong organizational skills, with the ability to manage complex paperwork and processes
- Excellent and clear communicator with the ability to support advisors and internal stakeholders
- Familiarity with Fidelity or Schwab custodial platforms strongly preferred
- Bachelor’s degree in Finance, Business, or a related field preferred
Why This Role:
- Work at the intersection of investment strategy and operations as the go-to expert on sophisticated investment products
- Solve complex operational challenges beyond routine processing
- Gain strong exposure and career growth within a national wealth platform
Firm Highlights:
- Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business for at least one year and has a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff, along with an engagement & satisfaction survey completed by at least 40% of staff. 50 firms were selected for this award from an undisclosed list of submissions. There was no charge for inclusion in this award listing.
- Inc 5000 in 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which comprises more than 5,000 companies and represents virtually all of the capitalization of the entire U.S. stock market.
- 2024 InvestmentNews RIA Firm of the Year
- 2024 Forbes Top RIA Firm
- 2024 Barron’s Top 100 RIA Firm
Salary : $90,000 - $110,000