Series 65 Licensed Segment Manager

Job Summary

A company is looking for a Senior Segment Manager, Advisory Services.

Key Responsibilities

• Serve as the primary contact and subject matter expert for participant advisory services across assigned business segments
• Deliver client presentations on fiduciary topics, product updates, and industry trends while training internal personnel on services
• Lead and develop team members, including hiring, training, and performance management

Required Qualifications

• Degree in business, finance, or a similar field; or an additional four years of directly related work experience without a degree
• 10+ years of financial services industry experience, including advisory services operational experience
• Management experience preferred
• Series 65 registrations required within corporate-established timelines
• Commitment to delivering optimal solutions while balancing customer needs with company interests