Responsibilities

• The Sr. Specialist will report to the Director and will be responsible for supporting the Development Officers with Requests for Proposals (RFP) to compete for high-net-worth business, providing world class service through a differentiated wealth management experience that drives scale and growth for the business.
• Collaborating with partners at all levels throughout the organization (including but not limited to the Branch Network, Marketing, Wealth Services, Wealth Advisory, Wealth Strategies Group).
• Build a strong understanding of company's investor segments, services, products and offerings including key opportunities in the marketplace.
• Lead efforts to develop compelling written proposals and storylines by working closely with field representatives and cross-functional partners to win business from high and ultra-high-net-worth clients and prospects.
• Excellent verbal and written communications skills including the ability to distill complex information and develop recommendations.
• Working collaboratively under the directions, the Sr. Specialist utilizes content slides and attaches portfolio analysis reports to support the proposal process.
• A client-centric focus that keeps clients in the forefront of decisions and connects plans and actions to our purpose of serving investors and branch network personnel.
• The Sr. Specialist effectively manages and formats content slides, building clear, high-quality presentations that support business objectives and engage stakeholders.
• Detail-oriented with superior organization and project management skills and the ability to multi-task and work efficiently to meet deadlines on an independent basis.
• Knowledge of company's products and services across organizations.

Requirements

• Bachelors degree with 2+ years relevant experience.
• 2+ years in marketing communications, product/program management, sales operations or client experience preferred.

Preferred

• Financial Services industry experience is preferred.

Benefits

• Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, an EAP program, commuter benefits, and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable. Disclaimer: These benefit offerings do not apply to client-recruited jobs and jobs that are direct hires to a client.