Wealth Management Platform Training Lead
HJ Sims
HJ Sims seeks a training and support professional to drive the rollout and ongoing training of our wealth management products and RIA platform for Sims Advisors. You will assist advisors in creating client materials and coordinating with the Investment Strategy Team on custom portfolios and RFP responses. Candidates should have broad knowledge of wealth management products, including managed accounts, proprietary models, securities, and funds, and be adept at the consultative process and due #J-18808-Ljbffr HJ Sims
Vacancy posted 1 day ago
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