• Corporate VP, Training Manager, Wealth Management

    Company: Leading Mutual Life Insurance Firm

    Location: New York, NY

    Date Posted: September 08, 2013

    This position will be responsible for the development and execution of a comprehensive training strategy geared towards educating and training all Investment Adviser Representatives (a??IARsa?) affiliated with Eagle Strategies LLC (a??Eaglea?) with the knowledge and skill sets required, to provide objective and prudent financial advice. This advice is inclusive of traditional asset management services, such as portfolio construction and financial planning. Given the wide variation between existing IAR practices and expertise, this strategy and related tactics must be multi-tiered and customized to meet the needs of the various adviser segments, which can range from novice to expert and specialization to broad practice. This role is located in the corporate headquarters of New York City.

    from IvyExec