Investment Support Analyst I
The Investment Support Analyst at Citizens Wealth Management supports Wealth Advisors by assisting in constructing and maintaining client investment portfolios, ensuring expert knowledge of investment products and platforms, and facilitating optimal portfolio construction to drive client success and asset growth, with preferred qualifications including FINRA licenses and a strong interest in markets and portfolio best practices.
Description:
In a goals and planning-based wealth management business, providing clients with best-in-class investment and portfolio solutions is key to client success and AUM growth. The Investment Support Analyst (“ISA”) role at Citizens Wealth Management (“CWM”) is at the crossroads of the construction and delivery of those investment and portfolio solutions.
As a member of the Investment Strategy and Solutions team under the Office of the CIO, the ISA’s primary role, reporting directly to the Investment Support Manager (“ISM”), is to support the Investment Product Specialists (“IPSs”) in their role partnering with Wealth Advisors (“WAs”) with all functions related to the construction of managed money solutions for their client portfolios. The ISA coordinates planning and WA case referrals for existing and prospective clients, as well as supporting the maintenance of existing client investment portfolios. The ISA is responsible for maintaining an expert level of knowledge of CWM’s suite of investment products and strategies and the investment platforms that we utilize to implement these investment solutions for clients.
In CWM’s efforts to attain consistent outcomes in client portfolio performance, the ISA works with the IPS team to ensure optimal portfolio construction and/or asset allocation by WAs looking to operate more independently with their clients. The IPS and ISA team are product-focused specialists providing WA support across sales regions. While the team members are assigned specific WA regions, they will be expected to assist WAs from any region to ensure real-time access to CWM’s investment product and solution resources. The ISM coordinates the referral workflow of the ISAs on the team and works with the ISA team to maintain the delivery times on that workflow.
Requirements (included but not limited to):
- FINRA Licenses preferred but not required (S6, S7 ,S63, S65), with opportunity to be sponsored for those licenses upon joining
- Broad product knowledge across equity and fixed income markets preferred. Strong interest in markets and best practices in portfolio construction.
- Interest in working to improve systems and processes to enhance the efficiency and effectiveness of the business.
- Comfort working with teams of wealth management advisors to foster best practices in wealth management.
Pay Transparency
The salary range for this position is $33.00 - $36.00 per hour. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F