Offer summary
Qualifications:
Bachelor's degree or equivalent experience, Minimum 3 years in investment wealth management, Familiarity with Vestmark or similar platforms, Possession of Series 7 and Series 66 or willingness to obtain.Key responsabilities:
- Serve as liaison among advisors and WorldMAP
- Provide training on Vestmark technology
- Manage account setups and updates on WorldMAP
- Monitor compliance and support administrative tasks
- Gather advisor feedback for workflow enhancements