New

Investment Product Director - SERIES 7, 63, 65, & 24

TEKsystems
$110,000.00 - $197,000.00 / yr
paid time off, long term disability, tuition reimbursement, 401(k)
United States, Texas, Fort Worth
May 17, 2025
FINRA Licenses, Series Licenses, Series 7, series 63, Series 65, Series 24 Description Leads the development and deployment of new wealth management products, programs, and features in the managed account and brokerage platforms in alignment with the company's financial coaching philosophy. These include; UMA (Unified Account Management), Separate Account Managers (SMAs), Trust Services, and other managed account solutions. Identifies gaps and recommends new solutions and services to add to the product portfolio that enables client achievement of financial goals and Advisors to better serve clients. Serves as the subject matter expert for our wealth management capabilities, leveraging knowledge of investment products, services and best practices. Provides day-to-day service, support, and reporting of wealth management programs and services. Analyzes and monitors the industry, competitors, and advisor platform trends to continually improve wealth management programs and services. Manages relationships and assist in negotiating pricing with product partners. Collaborates with internal stakeholders to support the product, including marketing, sales, legal, compliance, training, operations, etc. Engages with outside consultants, legal counsel, industry resources etc., to ensure alignment with best practices. Proactively engages the CX and UX research teams for feedback data from clients and other groups regarding satisfaction and experience with products (where possible). Maintains strong knowledge of client and persona journeys across products and product experiences while owning a horizontal, enterprise view. Remains knowledgeable on industry, regulatory, competitive, and partner trends translating insights, risks, and opportunities for the company through proactive reporting and communications. Attends industry product events as needed for best practice and innovation trends in product markets. Skills Wealth Management, Financial Services Experience, Brokerage, Financial Planning, FINRA Licenses, Series Licenses, Series 7, series 63, Series 65, Series 24, MBA, Masters Degree, Leadership Experience, CFA, CIMA, CFP, CLU Top Skills Details Wealth Management, Financial Services Experience, Brokerage, Financial Planning, FINRA Licenses, Series Licenses, Series 7,series 63,Series 65,Series 24 Additional Skills & Qualifications Proven ability to think creatively and strategically as it relates to investment products and services in order to assess and meet client needs and profitability goals. A Self-Starter/Team Player Attitude: You are excited by a fast-paced environment and the accountability that comes with owning important products and projects. Comfortable with ambiguity in an evolving role in a growing organization. Ability to multi-task, change direction and prioritize is a must. Strategic thinking and critical reasoning skills Ability to develop strong relationships across all levels and with business partner representatives. MBA or Masters Degree preferred Advanced professional qualifications preferred (CFA, CIMA, CFP, CLU, etc.) Experience Level Expert Level Pay and Benefits The pay range for this position is $110000.00 - $197000.00/yr. Employee Stock Ownership Plan (ESOP) oOption to contribute to a 401k account o16 Days of Paid Time Off, 10 holidays o2 floating PTO days every year oFull health, vision & dental coverage o2 Days of Volunteer Paid Time Off oTuition Reimbursement program oHybrid work environment oBank Mortgage Discount Program oFree Financial Planning oFree onsite- fitness center with exercises classes and personal training options oFree basic life, short and long term disability, and an employee assistance program oPet Insurance oPaid parental and military leave ocontributes to your Health Savings Account for the high deductible medical plan oCharitable services & volunteer opportunities oConcierge services with daily lunch specials, vendor sales, discount tickets to community events and attractions oRobust Leadership Development program dedicated to leader development at every level of the organization oIn-house training courses ranging from leadership developer to health and wellness seminars oMentorship program oVirtual learning opportunities oEmployee recognition programs and quarterly all employee luncheons oYearly family & social events oDress For Your Day dress code oUpdated workspace oRegular Employee Engagement surveys oDedication to Diversity & Inclusion and Employee Resource Group oAnd more!! Workplace Type This is a hybrid position in Fort Worth,TX. Application Deadline This position is anticipated to close on May 30, 2025. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.