• Job Description

  Req#: R106041
  Employer Industry: Financial Services
  
  Why consider this job opportunity:
  - Salary up to $240,000
  - Opportunity for career advancement and growth within the organization
  - Flexibility to work remotely or from New York, NY
  - Engage in high-impact educational delivery at major industry events and conferences
  - Collaborative environment with cross-functional teams to enhance advisor engagement
  - Chance to develop and present thought leadership content that empowers financial intermediaries
  
  What to Expect (Job Responsibilities):
  - Represent the employer’s Advisor Education program at industry events, strengthening the firm's value proposition
  - Collaborate with U.S. Global Wealth Management teams to design programs that enhance advisor engagement and loyalty
  - Research and develop educational content on practice management, wealth planning, and investment strategies
  - Deliver impactful presentations and training materials through webinars and in-person events
  - Support key client relationships and provide training for Account Managers
  
  What is Required (Qualifications):
  - Minimum of a bachelor’s degree; advanced certifications (CFP, CIMA, CPWA, CFA) strongly preferred
  - 10+ years of experience in the financial services industry
  - Recognized thought leadership within the wealth management space
  - Proven experience in developing educational content related to practice management and financial planning
  - Ability to travel up to 50% for conferences, events, and client meetings
  
  How to Stand Out (Preferred Qualifications):
  - Strong writing and content development skills to simplify complex concepts
  - Demonstrated ability to present confidently to large audiences at industry conferences
  - Knowledge of the financial advisor and RIA landscape
  - Flexibility and adaptability to meet diverse advisor needs and evolving market conditions
  - Exceptional interpersonal and presentation skills
  
  #FinancialServices #WealthManagement #CareerOpportunity #RemoteWork #ThoughtLeadership
  
  We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.
  We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.

• About the company

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