About this role

Join the WIM Investment Solutions Center of Excellence as an Investment Portfolio Control Consultant. You will monitor investment risk for advisors, provide portfolio analytics, and partner with business groups to manage and mitigate investment risk. This role involves working directly with Financial Advisors and leveraging sophisticated tools to identify appropriate benchmarks.

What we are looking for

6

Monitor investment risk for advisors with discretion and fiduciary responsibility
Provide portfolio analytics support for advisors
Partner with business groups to manage and mitigate investment risk
Work directly with Financial Advisors and collaborate with business leaders
Leverage sophisticated tools to identify appropriate benchmarks
Conduct proactive outreach to advisors to reduce investment risk

Skills mentioned

1

Microsoft Office

Work authorization

No visa sponsorship is available.