Your Responsibilities:
- Oversight of internal and external domestic wrap platforms
- Provide product support to Financial Advisors and Client Service Associates
- Creation of training material and delivery of training
- Product risk oversight with particular focus on the discretionary platform offering
- Competitor analysis and product comparisons
- Monthly dashboard reporting to board level
- Overseeing preparation and maintenance of marketing material and PDS documents
- Vendor and stakeholder relationship management
- Execution of projects.
Skills and Qualifications:
- Technical/Specialist Skills/Competencies
- Knowledge of the Investment platforms market
- Knowledge of Global Investment Operations and custody fundamentals
- Knowledge of Equities, ETFs, Managed Funds, Hybrids. International equity and SMA experience is also desirable
- Understanding of client reporting; specifically CGT, annual tax reporting and performance
- Knowledge of relevant regulations applicable to domestic wrap products (desirable)Personal Attributes/Interpersonal skills
- Confident in dealing with a large range of demanding stakeholders, including Financial Advisors
- Strong public speaking and presentation skills
- Client focused with the ability to build rapport at all levels
- Strong written and verbal skills
- Excellent attention to detail
- Ability to work autonomously and to prioritise tasks where required
- Solutions orientatedQualifications / Experience Required
- Tertiary qualifications
- Industry recognised education preferred (e.g. ASIC RG 146 compliant)
- Proven experience within a Wealth Management firm or wrap platform provider
- Previous exposure to wrap products
- Track record in providing client solutions and driving sales.
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