Investment Services Specialist

🕒 February 4

🏢🏡 Boston – Hybrid

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Mariner

WebsiteLinkedInAll Job Openings

11 - 50 employees

💰 Series A on 2022-03

Mariner provides products and services for better decision-making to manufacturers, worldwide. We offer Spyglass, a family of AI and IoT products:

📋 Description

• Support advisors utilizing MMAS strategies through the Envestnet platform (WMS) • Act as a primary point of contact for day-to-day service needs, investment-related questions, and ongoing relationship management • Communicate investment philosophy, portfolio positioning, and market views clearly • Build and maintain strong, long-term relationships with advisors through proactive outreach and ongoing service engagement • Respond to advisor inquiries related to portfolios, strategy implementation, performance, and general investment questions • Collaborate with team members while performing independently • Coordinate and deliver investment and marketing collateral • Assist advisors with preparation for client and prospect meetings • Participate on the MMAS Research Committee to stay informed on portfolio positioning, investment philosophy, and market outlook • Proficiency with the Envestnet platform functionality and portfolio implementation best practices • Conduct regular outbound calls to advisors as part of ongoing service and relationship management • Document advisor interactions and service activity using Salesforce CRM

🎯 Requirements

• Bachelor’s degree required • A minimum of 4 years of experience in the financial services or wealth management industry, preferably in an advisor-facing or client service role • Working knowledge of investment products, portfolio strategies, and market concepts sufficient to support advisor discussions • Series 65 license required (or ability to obtain within a defined onboarding period, if applicable) • CFA candidate or progress toward the CFA designation preferred, particularly as it relates to enhancing advisor communication and credibility • Familiarity with MassMutual Life Investment Services (MMLIS) strongly preferred • Experience supporting advisors on the Envestnet platform highly preferred

🏖️ Benefits

• Approximately 15-25% travel requirement