Wealth Management Platform Manager

Job Description

• Provide aspects of RIA platform training, rollout, continued monitoring and overall support for Sims Advisors

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• Utilize the firm’s approved platforms to assist advisors in developing presentation materials for their clients or help coordinate with the Investment Strategy Team for custom portfolios and RFP responses.

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• Have general knowledge of all product areas of Wealth Management – managed accounts, HJ Sims proprietary models, individual securities, alternative investments, mutual funds etc.

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• Be proficient in the wealth management consultative process and due diligence procedures

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• Provide training to assist advisors to become more proficient at supporting and servicing their clients in the RIA

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• Visit Sims Private Client branch offices periodically/ as needed to make presentations and assist branch office managers and advisors

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• Work in conjunction with advisors to support public seminars for clients and prospects

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• Assist managers in the guidance and training of future team members

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Specific Responsibilities

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Managed Accounts and New Product Support:

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• Actively supports the initial rollout and adoption of wealth management products by HJ Sims Advisors

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• High energy interaction with all members of HJ Sims including, advisors, branch personnel and other members of Sims to drive understanding and ultimate success of all broker/dealer wealth management products and services

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• May review new managed account documentation before opening for portfolio risk tolerance and completeness

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• Assist with quarterly/semi-annual internal reviews of managed accounts

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• Assist advisors with client onboarding for managed accounts

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• Assists operations with billing set-up and ongoing fee disbursements

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• Become proficient in RIA and broker/dealer software and tools

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• Additional licensing may be required and adequate time will be given