Systems Project and Compliance Coordinator ensuring robust compliance and effective controls across Finance Systems. Collaborating with IT and business stakeholders on governance and risk management practices.
FM
Hybrid Investment Strategy Specialist
Posted 2 months ago
About the role
- Investment Strategy Specialist at Farther helping advisors with investment strategies and solutions. Collaborating with trading and operations for successful client outcomes while ensuring process improvement.
Responsibilities
- Assist with model implementation for complex scenarios
- Review and formulate solutions for complicated trading situations
- Gather and proactively provide product feedback to improve our technology
- Provide strategic guidance on investment selection with support from senior team members
- Identify areas for improvement within our processes and solution the change
- Support advisors in utilization of Farther tools such as proposals and trading features
- Collaborate with trading and operations to ensure smooth execution of advisor or client desired trading outcomes
Requirements
- Bachelor's degree in Finance, Economics, Business, or related field
- 3-5 years of experience in financial services or wealth management
- Strong analytical and quantitative skills
- Excellent attention to detail and organizational abilities
- Outstanding written and verbal communication skills
- Ability to manage multiple projects while maintaining accuracy and meeting deadlines
- Team player mentality with a client-first approach
- Experience working directly with clients (Bonus Points)
- Experience with major custodial platforms (Charles Schwab, Fidelity, or Pershing) (Bonus Points)
- Experience in a RIA or wealth management firm (Bonus Points)
- Series 65 license (or equivalent active 66) or ability to obtain within 90 days (Bonus Points)
Benefits
- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- Full health benefits + 401(k) matching & Roth IRA options
- Unlimited PTO
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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