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Investment Analysis Specialist
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Investment Product Analyst
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Saint Petersburg, United States Dynasty Financial Partners, LLC Full timeJob DescriptionJob DescriptionDescription:Dynasty Financial Partners is a leading WealthTech platform and the industry advocate for independent financial advisors helping them succeed through powering the future of wealth management. Our mission is to help advisors achieve their entrepreneurial dream of building a more successful enterprise defined by their...
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Investment Analysis Specialist
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Investment Operations Specialist
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Saint Paul, United States Pyramid Consulting, Inc Full timeImmediate need for a talented Investment Operations Specialist . This is a 03+ Months Contract opportunity with long-term potential and is located in Saint Paul, MN (Onsite) . Please review the job description below and contact me ASAP if you are interested. Job ID:24-35790 Pay Range: $21 - $23/hour. Employee benefits include, but are not limited to,...
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Investment Operations Specialist
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Real Estate Investment Sales Specialist
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Investment Operations Specialist
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Investment Operations Specialist
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Portfolio Investment Specialist
1 day ago
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Investment Operations Specialist
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Investment Product Analyst
2 months ago
St Petersburg, United States Dynasty Financial Partners Full timeJob Type Full-time Description Dynasty Financial Partners is a leading WealthTech platform and the industry advocate for independent financial advisors helping them succeed through powering the future of wealth management. Our mission is to help advisors achieve their entrepreneurial dream of building a more successful enterprise defined by their ability to...
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Senior Investment Consultant
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St Petersburg, United States Ascensus Full timeNewport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive....
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Sheet Metal Fabrication Specialist
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Saint Petersburg, United States Rev-Tech Manufacturing Solutions LLC Full timeJob Summary:The Sheet Metal Fabrication Specialist will be responsible for bending and finishing custom parts/products that meet customer specifications. This is a key role in our production process, requiring attention to detail and the ability to work independently.Key Responsibilities:Examine customer specifications to determine the characteristics of the...
Investment Solutions Specialist
2 months ago
The Dynasty Investment Solutions team is responsible for the delivery and servicing of the investment platform to the Dynasty network of independent financial advisors. Services include Outsourced CIO, portfolio consulting support, investment product access, technology access, market commentary, capital market transactions, investment committee participation, and more.
The Investment Solutions Specialist role will be integral to the successful delivery of Dynasty’s investment solutions and services. We are seeking a knowledgeable and dynamic Investment Solutions Specialist to join our team, focusing on supporting independent Registered Investment Advisors (RIAs) on our investment platform. The ideal candidate will provide expert guidance on our investment product solutions, offer strategic support to our RIA clients, and ensure a high level of client service.
KEY RESPONSIBILITIES:
- Product Expertise: Demonstrate comprehensive knowledge of investment products available on the platform, including but limited to alternative investments, structured products, mutual funds, ETFs, separately managed accounts, model portfolios, and annuities. Guide RIAs in selecting appropriate investment solutions for their clients.
- Client Support: Offer ongoing support to RIAs in portfolio construction and investment strategy, ensuring their needs are met with the most suitable products and services.
- Platform Training: Conduct training sessions for RIAs to enhance their understanding and utilization of the platform's tools and features.
- Market Insights: Provide timely and relevant market analysis, firm investment outlook, and investment research to assist RIAs in making informed decisions for their clients.
- Relationship Management: Establish and maintain strong relationships with RIAs, ensuring their satisfaction and retention through excellent service and support. The role requires moderate travel to visit clients.
- Feedback Loop: Serve as the primary liaison between RIAs and investment team, facilitating communication of feedback and suggestions for platform improvement.
- Sales and Client onboarding Support: Assist in the sales process by providing detailed product information and investment strategy support to new and current RIA clients.
QUALIFICATIONS
- 3-7 years of experience with an investment consultant, private wealth manager, investment or commercial bank, financial services firm, or asset management company.
- Bachelor’s degree in finance, economics, or a related field. Series 7 registration preferred but not mandatory. Achievement of or progress toward CFA, CIMA®, or CAIA designations a plus, but not required.
- Strong interest in financial markets, alternative investments investment strategies, capital markets, and portfolio management.
- Experience with alternative investments and/or willingness to learn
- Experience with financial industry software and analytical tools, such Morningstar Direct, YCharts, FactSet or Bloomberg is preferred.
- Excellent communication and presentation skills.
- Excel and PowerPoint experience required.
- Client focused with a dedication to delivering high quality service.
- Detailed Oriented with strong analytical and problem-solving abilities.
- Possess the ability to complete tasks with minimal supervision and willingness to take initiatives.
- Must be able to partner, collaborate and work in a team environment.
BENEFITS
- Health Insurance
- Dental insurance
- Vision insurance
- Retirement plan 401(k)
- 401(k) matching
- Paid Time Off
- FSA/HSA benefits plans
- Disability benefits
- Voluntary Life Insurance
- Basic Life Insurance
At Dynasty our Diversity and Inclusion Mission is to actively encourage and support the inclusion and acceptance of diverse backgrounds, ideas, and beliefs by embracing our commonalities and respecting and appreciating the differences among us. We believe in promoting success for our employees and clients by providing all persons with opportunities and a voice to achieve their full potential as organizational goals are pursued.
EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.