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Inst Managed Accounts Specialist

Quick Facts

Southlake, Texas ID# 2019-24022 Regular Full-Time First Level Professional

Role:

  • Provides Registered Investment Advisor firms with a dedicated resource to simplify the setup and processing of a wide variety of Managed Account offerings
  • Helps Advisors attract high-net-worth investors by offering a premier investment management solution which allows Advisors to compete with much larger RIA Firms by providing access to such sophisticated money-management services
  • Responsible for providing world-class service to Advisors and their end-clients on a daily basis consistently exceeding their expectations; representing the brand of TDA Institutional in every interaction
  • Responsible for overseeing the processing of Managed Account Program participant applications and enrollments

Responsibilities:

  • Review Managed Accounts client applications, and related forms daily
  • Daily management of UMAX, MAP, and MIS shared mailboxes
  • Field Advisor phone inquiries related to managed accounts programs
  • Monitor internal Managed Accounts distribution list and respond to various inquires as needed and in a timely fashion
  • Respond to deposit and withdrawal verification requests from TAMP providers
  • Guides Advisors through paperwork requirements for each program offered
  • Assist sales with Advisor conference calls related to Managed Accounts
  • Perform welcome calls and serve as the initial point of contact for new investment managers
  • Work as a liaison between Advisors, third party managers, and internal business partners for all account servicing needs
  • Learn and become proficient with Managed Accounts products such as MAP, UMAX, SAE and other TAMP providers 
  • Ability to decipher complex Advisor relationships and creatively provide managed accounts solutions specifically tailored to that relationship
  • Update Amerivest billing schedules when thresholds are met
  • Document ABP agreements and coordinate fee schedule set up in Veo-Admin
  • Effectively communicates features, benefits, and requirements of TDA's products and services, as well as all applicable firm and department policies
  • Produces high quality, accurate, and timely results
  • Enhances the Advisor experience by leveraging this associate’s unique product knowledge by proposing process, procedural,  and/or product changes when needed

Requirements:

 

  • Must possess strong listening skills
  • Must have a firm understanding of IBS processes and procedures that will allow for faster navigation of work streams which will result in more timely issue resolution
  • Capable of operating in a high-paced and team oriented environment
  • Basic understanding of various portfolio management systems and other trading connectivity requirements for plan participants
  • Ability to determine Managed Account needs through the use of probing questions
  • Possesses thorough knowledge of the operational procedures of multiple program offerings
  • Previous experience managing client relationships required
  • Excellent communication skills, good market/industry knowledge, multitasking, and working knowledge of the TD AMERITRADE Institutional service platform is essential
  • Client Service experience preferred
  • Must be self-motivated, detailed, and client service oriented
  • Capable of quickly building good rapport with Prospects, Sales, and Clients; assessing their needs and presenting features and benefits of TD AMERITRADE's various products and services
  • Advisor relations or comparable Institutional experience is required
  • Series 7 and 63 licenses
  • 4 year college degree
  • Military education or experience may be considered in lieu of civilian requirements listed

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About TD Ameritrade.

A leader in brokerage and investment services for over 35 years, TD Ameritrade offers a full spectrum of powerful solutions and innovative tools for trading and investing. We're constantly expanding our knowledge and bolstering our capabilities, from a leading active trader program to intuitive long-term investment solutions and a national branch system. Combined with some of the industry's brightest minds, there's no limit to how big our accomplishments can be.

From first-time investors to sophisticated traders, TD Ameritrade is focused on helping individuals seek out their financial goals. And you're the ambassador to all that we do. Beginning with our trading platform and proprietary technology to our resolve to outperform, you'll maintain the high level of quality and integrity we're known for, each and every day. With the right opportunity, there's no limit to what you can accomplish.

As a leading employer in financial services, we believe in building strong relationships, achieving quality results and working with integrity. It's at the heart of everything we do. That's why we provide you with comprehensive training, benefits and programs that inspire you to achieve more every day. Apply to a TD Ameritrade job today and help our clients pursue their dreams, while you fulfill yours.

Applicants must be eligible to work in the U.S. Immigration sponsorship is typically not available for this position.

TD Ameritrade participates in the E-Verify program. For additional information on this program please click here. TD Ameritrade is an Equal Opportunity Employer. We value diversity and offer a quality workplace. TD Ameritrade, Inc. member FINRA/SIPC/NFA is a subsidiary of TD Ameritrade Holding Corporation (NASDAQ:AMTD). TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company and the Toronto-Dominion Bank.

© 2019 TD Ameritrade IP Company, Inc.

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By virtue of what we do, our world is filled with numbers. Here are just a few that we believe best describe TD Ameritrade at its finest.

  • 10,000 Full-time
    Employees

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  • 350+Branches
    in 49 States

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  • 18,380 Hours Volunteered to
    Community Programs in 2017

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