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Janney Montgomery Scott
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Portfolio Implementation Associate
Janney Montgomery Scott Philadelphia, PA
$107k-151k (estimate)
Full Time | Transportation 2 Days Ago
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Janney Montgomery Scott is Hiring a Portfolio Implementation Associate Near Philadelphia, PA

The Portfolio Implementation Associate will work in Janney’s Wealth Management department as a part of PCG Trading. The individual will hold dual responsibilities in the daily monitoring and administration of advisory accounts while providing technical help and assistance. What you are good at:Analytical Ability: Able to effectively review information and data to identify issues and opportunities.Organization and Time Management: Able to structure the timing of operational workflow to reliably and accurately complete multiple tasks under frequent time constraints.Initiative: Proactively look for opportunities to enhance operational procedures and personal growth.Building Relationships: Connecting with others in a way that fosters trust and creates collaborative relationships. Responsibilities:Provide initial training and ongoing support to managers and Financial Advisors using the Vestmark tool.Enhance user experience by partnering with Financial Advisors to understand goals and maximize efficiency with appropriate solutions.Coordinate implementation of the firm’s model delivery portfolios on behalf of managers on the platform.Manage and implement Janney’s proprietary mutual fund wrap program.Develop an understanding of Janney’s product offerings and how they affect the department.Utilize analytical skills to identify possible process and workflow enhancements.Provide excellent client service and follow up where appropriate.Complete ad hoc projects as necessary and assist with process improvement initiatives as needed.Understand and assist with the administrative and support functions on the team.What you have:Bachelor’s Degree or equivalent experience.0-2 years of related industry experience.Series 7 and 66 licenses required or ability to obtain within 6 months.Knowledge of financial markets including equities, fixed income and/or mutual funds a plus.Experience with Vestmark, Envestnet, APL/InvestCloud, Advent, Charles River or Bloomberg a plus.High ethical standards and excellent attention to detail.Excellent written and oral communication skills.Able to work under pressure in a dynamic environment with competing demands for resource.Demonstrate an interest/knowledge in financial markets.Sound project and time management skills.Collaborative spirit and a team player. Why work for us? Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Paternal Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further. Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. We’ve earned the Great Place to Work® certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful

Job Summary

JOB TYPE

Full Time

INDUSTRY

Transportation

SALARY

$107k-151k (estimate)

POST DATE

06/04/2024

EXPIRATION DATE

08/03/2024

WEBSITE

janney.com

HEADQUARTERS

PHILADELPHIA, PA

SIZE

1,000 - 3,000

FOUNDED

1982

CEO

TIMOTHY T O'TOOLE

REVENUE

$500M - $1B

INDUSTRY

Transportation

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About Janney Montgomery Scott

No matter where you are in life just starting out, in your peak earning years, nearing retirement, or contemplating your legacy we are here for you. When you work with us, its about going beyond investing. Its about connecting your life and your finances. We take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Our depth of knowledge and experience, combined with our Firms capabilities and resources, enables us to provide high quality service, while offering advice and recommendin ... g financial solutions for every stage of life. Janney Montgomery Scott LLC (Janney) is a Registered Investment Advisor, Broker Dealer and a member of FINRA, NYSE, and SIPC. No information posted on this site should be construed as a recommendation by Janney or any of its affiliates as an offer to sell or solicitation to buy any securities or as personalized investment advice. Our Facebook page and updates are intended for U.S. residents only. For information about how Janney may use the information you provide, please visit http://www.janney.com/privacy-policy. You can also visit www.Janney.com/socialmedia for more information. For more information about Janney, please see Janneys Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest. More
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