AI Product Specialist responsible for strategies to drive market expansion and revenue growth for AI products at Kensho. Collaborating with sales engineering, AI strategy, and customer engagement teams.
About the role
- Identifying and providing investment products and trainings to Financial Solutions Advisors for matching solutions. Supporting advisor effectiveness through training and performance analysis.
Responsibilities
- Supports Financial Solutions Advisors (FSAs) with client conversations and scenarios related to client platforms.
- Defines and measures progress towards goals, including sales activity, gross and net managed asset sales targets, and FA penetration.
- Prepares and analyzes profit and loss reports and validates postings and balances for a product in support of the Line of Business.
- Partners with FSAs to provide assistance and training needed to identify investment solutions that match client needs.
Requirements
- FINRA Series 7 & 66
- 2+ year in Financial Solutions Advisor role (FSA)
- Strong understanding of Merrill Edge products and services as well as the Financial Advisor role
Benefits
- This role is currently benefits eligible.
- We provide industry-leading benefits.
- Access to paid time off.
- Resources and support to our employees.
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