Wealth Asset Management Consultant at The Judge Group Inc. in Lone Tree, Colorado

Job Description:

Location: Lone Tree, CO

Salary: $55.00 USD Hourly - $60.00 USD Hourly

Description: Our client is currently seeking a Wealth Asset Management Consultant
6-12 month contract
Onsite in Lone Tree, CO



Required qualifications:

• Knowledge of asset management distribution platforms and associated capabilities


• Expertise with model portfolios, funds, managed accounts and alternatives


• Deep industry and competitive knowledge of associated products and platforms


• Client/field facing experience with history engaging with RIAs and/or asset managers


• Strong track record of dedicated relationship management


• Minimum 7-10 years of asset management or wealth management experience


• Active and valid FINRA Series 7, 63 and 66 licenses


• Bachelor's degree required; advanced degree preferred

Preferred qualifications:

• Familiarity with applicable systems and tools (i.e., Salesforce, Tableau, etc.)


• Proven strategic approach to frame up communications and summaries to share insights and results with stakeholders


• Ability to manage multiple initiatives and drive efficient prioritization through effective collaboration and relationship management


• Expertise in public speaking in a variety of settings and audiences

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Contact: agiuliano@judge.com


This job and many more are available through The Judge Group. Find us on the web at www.judge.com Apply Now