Managed Account Services Consultant The Managed Account Services Consultant provides high-level program and product support across a wide range of activities critical to the Managed Accounts business. This role plays a central part in maintaining and enhancing the advisor and client experience by managing account maintenance needs, producing and analyzing data, researching complex client escalations, supporting platform enhancements, and contributing to user acceptance testing to validate system functionality. While working independently with minimal supervision, this role brings a proactive, solutions-oriented mindset to every interaction.
Key Responsibilities and Duties- Deliver exceptional advisor service and support across all aspects of the Managed Accounts program, acting as a primary resource for inquiries, issue resolution, and ongoing account servicing.
- Partner with product and technology teams to provide servicing insights, identify system issues, support platform improvements, and participate in user acceptance testing to validate business requirements and ensure a positive user experience.
- Collaborate across cross-functional teams to support the execution of strategic initiatives, process improvements, and product support efforts that enhance the advisor and client experience.
- Identify and implement opportunities to streamline workflows, improve service delivery, and contribute to a culture of continuous improvement.
- Serve as a subject matter expert on Managed Account products, demonstrating strong ownership, professional communication, and a proactive approach to advisor and program support.
- Build and maintain strong relationships with internal partners to ensure alignment on priorities, system enhancements, and servicing needs.
Educational Requirements- University (Degree) Preferred
Work Experience- 2+ Years Required; 3+ Years Preferred
FINRA RegistrationsPhysical Requirements- Physical Requirements: Sedentary Work
Career Level 6IC
Required Skills: - 2 years' experience in Financial Services with an emphasis on Analysis and/or Operations
Preferred Skills: - Familiarity with one or more continuous improvement tools and technologies:
- Tableau or Power BI for data visualization
- Python, PowerShell, or Batch Files for scripting and automation
- Automation Anywhere for robotic process automation
- SharePoint Online
- Power Automate
- SQL and Microsoft Access for data querying and database management
- Collaborative, passionate, quick learner, adaptive, comfortable with operating in ambiguity
- Brokerage knowledge (i.e., cost basis, registrations, asset transfers, account maintenance, onboarding/offboarding)
- Net-X 360 general navigation/understanding how to generate reports (Pershing platform)
Related Skills
Client Financial Planning, Client Relationship Management, Consultative Communication, Due Diligence, Financial Markets, Market/Industry Dynamics, Practice Management Strategy, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management
Anticipated Posting End Date:2026-07-21
Base Pay Range: $32.16/hr - $45.43/hr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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