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Internal Investment Advisory Specialist

Pennington, New Jersey

Job Description:

The Internal Investment Advisory Specialist provides advice and guidance to Financial Advisors, Client Associates and Advisory Leadership to help identify appropriate and suitable IAP (platforms/strategies) for the Firm’s clients.

Advice and guidance is informed by our Chief Investment Office around portfolio construction, investment/manager selection, asset allocation and best practices for integrating our managed asset platform into various financial advisor business models.

The Internal Specialist shall handle inbound requests for assistance and will also conduct proactive outbound sales calls to the Firm's Financial Advisors to help drive sales growth in their respective assigned territories. Conversations will primarily be focused on implementation ideas, investment proposal generation and portfolio construction. 

Incumbent will partner with external specialist, associate a hybrid specialist and other LOB specialists to achieve business results for their assigned territory. Internal Specialists are expected to record all of their relevant activities in Salesforce.com, a client relationship management tool, in order to provide the data necessary to manage activity from a metrics driven perspective.

Qualifications/Desired Skills:

  • 2 years sales experience

  • 1 – 2 years’ experience in financial services industry preferred

  • Series 7 and 63/65 or 66 preferred, or must be willing to obtain within 120 days of start date

  • bachelors degree or equivalent work experience desired

  • Knowledge of professionally managed investment products and/or wealth management business preferred Knowledge of all ML product websites, hypothetical/illustration tools, literature preferred

  • Ability to work under pressure, meet deadlines and meet clearly defined measurements

  • Strong communication, interaction and presentation skills required

  • Be flexible and adaptable

  • Self-motivated, positive attitude and high energy are a must

  • Must display a passion for achieving aggressive goals in innovative and highly professional ways


Enterprise job code summary:

The Internal Investment Advisory Specialist (IIAS) will support Financial Advisors and Wealth Management Specialists on all Merrill Lynch Managed Assets platforms in order to drive utilization of Managed Asset platforms.

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

The Internal Investment Advisory Specialist provides advice and guidance to Financial Advisors, Client Associates and Advisory Leadership to help identify appropriate and suitable IAP (platforms/strategies) for the Firm’s clients.

Advice and guidance is informed by our Chief Investment Office around portfolio construction, investment/manager selection, asset allocation and best practices for integrating our managed asset platform into various financial advisor business models.

The Internal Specialist shall handle inbound requests for assistance and will also conduct proactive outbound sales calls to the Firm's Financial Advisors to help drive sales growth in their respective assigned territories. Conversations will primarily be focused on implementation ideas, investment proposal generation and portfolio construction. 

Incumbent will partner with external specialist, associate a hybrid specialist and other LOB specialists to achieve business results for their assigned territory. Internal Specialists are expected to record all of their relevant activities in Salesforce.com, a client relationship management tool, in order to provide the data necessary to manage activity from a metrics driven perspective.

Qualifications/Desired Skills:

  • 2 years sales experience

  • 1 – 2 years’ experience in financial services industry preferred

  • Series 7 and 63/65 or 66 preferred, or must be willing to obtain within 120 days of start date

  • bachelors degree or equivalent work experience desired

  • Knowledge of professionally managed investment products and/or wealth management business preferred Knowledge of all ML product websites, hypothetical/illustration tools, literature preferred

  • Ability to work under pressure, meet deadlines and meet clearly defined measurements

  • Strong communication, interaction and presentation skills required

  • Be flexible and adaptable

  • Self-motivated, positive attitude and high energy are a must

  • Must display a passion for achieving aggressive goals in innovative and highly professional ways


Enterprise job code summary:

The Internal Investment Advisory Specialist (IIAS) will support Financial Advisors and Wealth Management Specialists on all Merrill Lynch Managed Assets platforms in order to drive utilization of Managed Asset platforms.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21078486

Band: H5

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Wayne Duncan

Referral Bonus:

0

Street Address

Primary Location:
1600 AMERICAN BLVD, NJ, Pennington, 08534