Description
Are you curious about asset allocation, portfolio management, and investment strategies? We're seeking energetic, creative talent to join our team of experts—not only to develop innovative investment strategies for our clients, but also to help drive business priorities and manage strategic initiatives across the organization.

The Investment Solutions business develops strategic market views; analyzes and determines the best implementation vehicles to express market views, both tactical and longer-term and across different vehicles; markets investment ideas to advisors and clients; executes trades.

You’ll collaborate with Portfolio Managers, Strategists, and Due Diligence professionals to develop an expert understanding of managed solutions for our clients worldwide. You will work alongside dedicated teams of experts with extensive industry experience to leverage global economic and market insights, formulate broad strategic views, and identify timely investment opportunities for private bank clients.

Working here means joining a collaborative, supportive team. We want your diverse perspective to help us innovate the next wave of products and solutions for our clients. You'll have what you need to succeed—from training and mentorship from senior leaders to projects that engage your skills.

Our Team
The Managed Solutions Specialist Team seeks to provide comprehensive coverage of all of our managed solutions (Core, Advisory, SMAs, mutual funds) in a coordinated way. With a product-agnostic lens, we partner with each region and channel (in Private Bank and U.S. Wealth Management) to understand their respective priorities and drive and retain assets across all managed strategies.

Job Responsibilities:
You’ll gain knowledge and insight into the strategies and products that our advisors implement. You'll:

• Work under the guidance of mentors and a supportive team to help you learn and grow.
• Develop and execute business strategies that align with organizational priorities, collaborating with stakeholders across regions and channels.
• Organize and lead cross-functional initiatives, ensuring effective communication and alignment among stakeholders to drive business outcomes.
• Create and manage field communications, ensuring that key messages and strategic priorities are clearly conveyed to relevant audiences.
• Take on assignments that directly impact our clients, helping them achieve their business goals.
• Prepare and deliver presentations, reports, and communications to support strategic initiatives, stakeholder engagement, and business management activities.
• Coordinate and track progress on strategic projects, ensuring timely execution of deliverables and continuous improvement.
• Network with industry leaders, access best-in-class training, and learn how all our businesses work together to provide excellent customer service.
• Sharpen your technical skills and develop a foundational understanding of finance and accounting principles, with a willingness to learn more about markets and investments.

 

You'll be a member of the Managed Solutions Specialist team, where you'll work with senior members to identify and deliver an array of solutions, across asset classes, to support our clients' needs. The role will allow you to build multi-asset and/or Equity-focused/Fixed Income-focused expertise given the cross-asset responsibilities of the wider team of specialists.

Required Qualifications, Capabilities and Skills

• Excellent communication, presentation, and stakeholder management skills, with the ability to clearly articulate complex ideas to diverse audiences.
• Exceptional organizational skills and the ability to manage multiple priorities and projects simultaneously.
• Strong business acumen and strategic thinking, with a demonstrated interest in business management and driving organizational priorities.
• High standards of service, including strong initiative, energy, and confidence.
• Genuine interest in financial markets, investing, and macro-level economics, with a willingness to learn and grow in these areas.
• Good judgment and discretion working with highly confidential information.
• Series 7 and Series 63 designations, or willingness to obtain licenses within 120 days in the role.
• Authorization to work permanently in the U.S.

 

Preferred Qualifications, Capabilities and Skills

• Experience in business strategy, project management, or stakeholder engagement is a plus.
• Background in financial accounting, financial analysis, or mathematics is helpful but not required.