Advisory Services Analyst
Offer summary
Qualifications:
Bachelor's degree in a business-related field or equivalent experience., FINRA Series 65 license or Series 7 and 66 licenses, or ability to obtain within 6 months., At least three years of experience in the Broker-Dealer or Registered Investment Advisor industry., Proficiency with PowerPoint, Excel, and Word, with excellent communication skills..Key responsibilities:
- Support and develop the Advisory Services platform and brand.
- Respond to inquiries from brokerage representatives regarding advisory programs.
- Assist IARs in creating client proposals and analyzing asset allocations.
- Participate in marketing, training, and due diligence activities for advisory programs.
Job description
Job Family
Asset Management Operations
About Us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Who We Are
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.
We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
What We Do
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.
- Seamlessly integrate with the Advisory Services team in further developing, refining and maintaining its platforms and brand.
- Work with Compliance, Operations, and outside vendors to resolve issues and ensure appropriate business processes.
- Answer inbound inquiries from brokerage Representatives relating to the full suite of Advisory Services’ programs.
- Work with IARs in generating client proposals and analyze asset allocation structures.
- Work with team members in creating and executing advisory program initiatives.
- Analysis on topics relating but not limited to pricing, performance calculations, platform comparisons, etc.
- Aggregation and analysis of data for various RIA related committee meetings.
- Participate in the due diligence on new and existing Advisory programs.
- Participate in marketing and recruiting initiatives to grow the brokerdealer. Work with management to process feedback from sales and operations to determine reasonable enhancements and determine priorities.
- Deliver presentations via Webex and in person to field representatives related to Advisory programs.
- Develop operational forms and marketing correspondence.
- Ongoing calculation and analysis of advisory assets under management.
- Partner with third party money managers to update and obtain Compliance approval on marketing pieces.
- Schedule third party webinars for trainingeducation purposes.
- Bachelor’s degree in a business field or equivalent experience
- FINRA Series 65 license or Series 7 and 66 licenses, or ability to obtain within 6 months
- Three years’ experience in the BrokerDealer or Registered Investment Advisor industry
- Superior verbal and written communication skills, with the ability to present to live groups
- Ability to work independently with minimal supervision
- Excellent organizational and prioritization skills essential
- The ability to work under pressure of deadlines
- Proficiency with PowerPoint, Excel, and Word
- Experience working with feebased platforms
- Expertise with Envestnet and FOLIO platforms – including billing functions
- Process various types of advisory platform work out of an automated workflow system.
- Support the RIA with proprietary program billing functions.
- Familiarity with insurance, mutual funds, equity and related products
- Office or hybrid officeremote environment
- Overtime required during peak periods
- Occasional travel
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
College Coach Program
BackUp Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs
Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our companysponsored, employeedriven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back
We believe our responsibilities extend beyond our corporate walls. Thats why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
Health and WorkLife Balance Benefits
Salary may vary above and below the stated amounts, as permitted by applicable law.
Required profile
Experience
Other Skills
- Microsoft PowerPoint
- Microsoft Excel
- Prioritization
- Organizational Skills
- Calmness Under Pressure
- Communication
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