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Investment Product Consultant
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$75,000 - $115,000 a year
Full-time
- The priorities for this position include supporting the Regional Sales Team’s abilities to drive PMC AUM through scheduling, proposal generation, portfolio design and general advisor assistance.
- The role requires understanding of asset management business strategy, product distribution strategies and the intersection of investment management with wealth management and financial planning.
- Identify opportunities to bundle QRG / PMC investment solutions in ways that expand our market – for example, the complimentary nature of overlay services and QP index replication.
- Assisting with custom portfolio design for financial advisor’s clients(The primary metric here is driving AUM into PMC HNW channels.
- Construct custom allocation to meet end clients need based on PMC ACP and research guidelines.
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