Ancillary Product Specialist at Academic HealthPlans focusing on non - student health insurance. Leading client interactions, product training, and documentation efforts.
About the role
- Investment Product Consultant managing investment offerings on the Envestnet platform for MML Investors Services. Collaborating with legal and compliance to ensure best-in-class offerings.
Responsibilities
- Manage the current Envestnet platform investment offerings in the various WMS programs.
- Monitor for Field Escalation issues.
- Work with legal, compliance, trading, and operations to ensure MMLIS investment offerings are best in class.
- Participate in driving the strategy for new offerings on the WMS platform and ensure all offerings have a best in class product shelf to support them.
- Liaison with the Banking and Lending segment of the business and assist in integrating their product offerings into the overall Orion technology platform.
Requirements
- 7+ years’ experience in the financial services industry
- Series 7 at time of application or must obtain within 1 year of hire
- 3+ years' participating in product implementation projects
- 3+ years' experience in relationship management
- 7+ years in the use of configuration, implementation and enhancement of product technology platforms
- Proven capabilities in design that can give the broker dealer a competitive edge
- Persuasive communication and presentation skills
- Strong problem-solving skills
- Proficient in the Microsoft suite of products (Excel, PowerPoint, and Word)
- Proven capabilities in building out investment advisory enhancements and programs that are cutting-edge within the investment advisory marketplace
Benefits
- Regular meetings with the Team
- Focused one-on-one meetings with your manager.
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups
- Access to learning content on Degreed and other informational platforms
- Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Planning and conducting appointments with doctors and medical professionals to achieve sales targets. Monitoring competitor activities while promoting Hikma products in UAE market.
AI Specialist driving market expansion and revenue growth for Kensho's AI solutions. Engaging with customers to support strategic partnerships and product positioning.
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.
Product Specialist driving sales and support for Sandvik Crushing equipment across Southern Africa. Collaborating with customers for technical services and maintenance support.
Identifying and providing investment products and trainings to Financial Solutions Advisors for matching solutions. Supporting advisor effectiveness through training and performance analysis.
Product Specialist at Hamilton developing expertise in lab automation products while supporting sales and product development efforts. Collaborating with internal teams to achieve revenue growth.
Internal Product Specialist focused on laboratory equipment quotations and technical support for Avantor's Equipment & Instruments team. Collaborating with stakeholders to drive business growth through effective communication and product expertise.
Product Support Engineer addressing complex technical issues in civil construction technology for a global audience. Delivering solutions and training to empower users of advanced positioning systems and software.
Onboarding Specialist managing customer onboarding and success for Acoustic's marketing technology. Ensuring product adoption through effective training and project management across various customer sectors.