Investment Support Analyst I

Job description

Investment Support Analyst The Investment Support Analyst at Citizens Wealth Management supports Wealth Advisors by assisting in constructing and maintaining client investment portfolios, ensuring expert knowledge of investment products and platforms, and facilitating optimal portfolio construction to drive client success and asset growth, with preferred qualifications including FINRA licenses and a strong interest in markets and portfolio best practices. Description: In a goals and planning-based wealth management business, providing clients with best-in-class investment and portfolio solutions is key to client success and AUM growth. The Investment Support Analyst (“ISA”) role at Citizens Wealth Management (“CWM”) is at the crossroads of the construction and delivery of those investment and portfolio solutions. As a member of the Investment Strategy and Solutions team under the Office of the CIO, the ISA’s primary role, reporting directly to the Investment Support Manager (“ISM”), is to support the Investment Product Specialists (“IPSs”) in their role partnering with Wealth Advisors (“WAs”) with all functions related to the construction of managed money solutions for their client...