Job Summary: 

• Participate in the design, development, and ongoing enhancement of Kestra’s advisory platform and investment solutions
• Serve as an internal subject matter expert on Kestra’s advisory platform and investment solutions
• Play an integral role in the day-to-day management of the advisory platform
• Develop insights and create solutions to support advisors and consultants
• Develop meaningful relationships with advisors, internal teams, and external industry participants
• Work with internal and external teams to ensure timely, accurate, and on-budget delivery of initiatives
• Develop an understanding of industry trends, the competitive landscape, and providers in the space
• Act as a liaison between financial advisors and investment management.
• Track and report activity through CRM.

Skills on Resume: 

• Advisory Platform Development (Hard Skills)
• Relationship Building (Soft Skills)
• Project Management (Hard Skills)
• Industry Trend Analysis (Hard Skills)
• Stakeholder Communication (Soft Skills)
• CRM Management (Hard Skills)
• Problem Solving (Soft Skills)
• Cross-Functional Collaboration (Soft Skills)

Job Summary: 

• Prospect to uncover new relationships with advisors through proactive outbound call and email campaigns.
• Support and provide service to existing clients on a proactive and reactive basis.
• Take responsibility for managing inbound call volume.
• Educate advisors on Horizon’s Goals-Based framework and how solutions fit into a financial plan.
• Schedule and conduct webinar presentations for financial advisors.
• Strategically plan and manage a territory with a Regional Director to maximize efficiency and grow territory sales and new producers.
• Create and manage targeted campaigns designed to address advisor planning needs.
• Drive adoption of Horizon’s online advisor Dashboard by organizing and running technology demos.
• Stay informed of domestic and global market trends.
• Achieve a strong understanding of marketplace competitors.

Skills on Resume: 

• Prospecting and Lead Generation (Hard Skills)
• Client Relationship Management (Soft Skills)
• Inbound Call Management (Hard Skills)
• Financial Education (Hard Skills)
• Webinar Presentation (Hard Skills)
• Territory Planning (Hard Skills)
• Campaign Management (Hard Skills)
• Market Trend Analysis (Hard Skills)

Job Summary: 

• Operate as a quality checker for all project deliverables
• Ensure that services are provided within assigned timelines and take actions necessary to address any issues
• Collaborate with key internal stakeholders in business units, as well as external stakeholders
• Organize collaboration across teams, departments capture and actioning feedback
• Leads and facilitates team sprints on key deliverables
• Responsible for preparing necessary presentation materials for meetings with Senior Stakeholders
• Capture and report key activities on the account
• Coordinate Contracting Agreements, Contract Implementation, Contract maintenance and renewal
• Coordinate and manage new subcontractors through the onboarding process
• Take responsibility for managing subcontractor

Skills on Resume: 

• Quality Assurance (Hard Skills)
• Time Management (Soft Skills)
• Stakeholder Collaboration (Soft Skills)
• Cross-Team Coordination (Soft Skills)
• Sprint Management (Hard Skills)
• Presentation Preparation (Hard Skills)
• Contract Management (Hard Skills)
• Subcontractor Onboarding (Hard Skills)

Job Summary: 

• Develop long-lasting client relationships throughout engagements
• Effectively managing key stakeholders both internally and externally in the organization
• Lead delivery teams performing cloud strategy work or cloud readiness assessments
• Lead delivery teams delivering transformation projects building infrastructure, implementing automation, DevOps, containers, security controls, and monitoring tools
• Participate in sales work to help shape relevant solutions and requirements fitting well to Cloud First strategy as a Subject Matter Expert
• Identify the key customer requirements, seek client clarifications
• Understand compliance and SLA requirements, and apply modern cloud functionality to meet the requirements
• Work with Subject Matter Experts to develop non-standard solutions
• Understand the complexities involved in integrating cloud platform to legacy platform and consider potential latency and integration impacts
• Produce compelling and differentiated solutions that are cost-competitive

Skills on Resume: 

• Client Relationship Management (Soft Skills)
• Stakeholder Management (Soft Skills)
• Cloud Strategy (Hard Skills)
• Transformation Project Delivery (Hard Skills)
• Sales Support and Solution Shaping (Soft Skills)
• Requirement Gathering (Soft Skills)
• Cloud Compliance and SLA Management (Hard Skills)
• Solution Development (Hard Skills)

Job Summary: 

• Consult with top advisory teams on improving their portfolio construction process 
• Help them create new models or improve existing models and ensure their portfolio positioning aligns with their objectives.
• Combine quantitative portfolio analysis with qualitative insights to impactfully communicate with clients.
• Synthesize complicated portfolio analytics to provide relevant, digestible insights and actionable takeaways for clients
• Leverage IIS’s proprietary investment (including capital market assumptions, macro regime analysis, investment due diligence, and trends in advisor portfolios) and portfolio risk and analytic capabilities (Vision)
• Build strong relationships with assigned distribution partners by acting as a flexible and willing partner to help them build their business
• Meet frequently with the assigned distribution team (or teams) 
• Communicate new thought leadership, analytic capabilities, and IIS investment content
• Generate ideas and feedback to continuously improve the team’s client engagements and offer best-in-class consultations
• Create an effective feedback loop to ensure proper client follow-up and execution

Skills on Resume: 

• Portfolio Construction Consultation (Hard Skills)
• Quantitative Analysis (Hard Skills)
• Client Communication (Soft Skills)
• Data Synthesis (Hard Skills)
• Investment Analysis (Hard Skills)
• Relationship Building (Soft Skills)
• Thought Leadership Communication (Soft Skills)
• Client Engagement Improvement (Soft Skills)