Job description

Gateway Financial Partners is looking for a highly motivated self starter. Director of Partner Wealth Strategies is a sales professional who performs as part of a team. This person is responsible for NNA on the model platform, education surrounding the platform, and training. You will work in coordination with the operations team and technology team to deploy new instances of the model platform, deliver process, and work with advisors to create plans and processes surrounding deployment/asset movement & training.

As the Director of Partner Wealth Strategies, you will work with existing advisor relationships, and new advisor relationships to help them make their advisory business more efficient, profitable, and assist them with the sales side with the end client relationship. To be successful, you will need to be able to cultivate a relationship and turn that into new assets flowing to the platform. This requires you to be detailed, thoughtful, and be able to multi task. You will need to work with multiple advisors simultaneously to draft plans for whole book of business conversions, partial book conversions and also be able to execute on those plans in tandem with the operations team.

Job Responsibilities

- Work with advisors to educate them about the platform

- Attract new assets to the platform by going through opportunities within their existing clients

- Train advisors on the technology powering the platform

- Update models within the trading system

- Trade models

- Rebalance models

Skills & Experience

The ability to adopt new technologies to bring additional value to the platform is essential in this role. This position requires someone who can multi task, and work in a very fast paced environment.

Licenses

- Series 7

- Series 63/65 or 66

Education

High School Degree required

College degree preferred

Advanced industry credentials such as CFP, CHCF, or similar designations are a plus.

Experience

Experience in financial services required. Preferably in a similar role in the wealth management field.

2 years of experience in a relevant position

Technology Experience

- Orion/Black Diamond/Tamarac or similar platforms

- Riskalyze (now nitrogen)

- Microsoft 365

- Microsoft Teams

Benefits

- Medical

- Dental

- Vision

- 401k

- PTO

- Sick Time

- Volunteering time

- Dry Cleaning

Job Type: Full-time

Pay: $65,000.00 - $125,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Paid time off
• Professional development assistance
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Glastonbury, CT 06033: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Financial concepts: 1 year (Required)

Work Location: In person

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