AMS Solutions Specialist

This position follows a hybrid work model, with an expectation to be in the office 3 days per week at the St. Petersburg, FL Corporate Office location. The AMS Solutions Specialist plays a key role in supporting asset management sales efforts by leveraging wealth management technology and delivering high-quality advisor support. This entry-level position partners closely with Asset Management Services (AMS) consultants and internal sales teams to provide analysis, generate proposals, and assist financial advisors in utilizing the firm’s technology to enhance their investment practices. This role combines sales support, technical proficiency, and advisor engagement. The specialist will interact directly with financial advisors via phone, Zoom, email, and occasional in-person meetings, helping them navigate portfolio construction tools, proposal generation systems, investment screeners, and tax-efficient (tax alpha) strategies. Success in this role requires strong attention to detail, the ability to prioritize multiple requests in a fast-paced environment, and a passion for delivering an excellent advisor experience.

Responsibilities

Support asset management sales initiatives by preparing reports, analyses, and client-ready proposals; Partner with AMS consultants and internal sales teams to fulfill inbound advisor requests and ongoing project work; Serve as a primary point of contact for advisor inquiries via phone, email, and virtual meetings; Utilize wealth management technology tools including portfolio construction, proposal generation, investment screeners, and tax alpha tools; Assist in demonstrating platform capabilities and generating outputs for advisor use; Educate and guide advisors on effective platform usage; Provide guidance on analytic technology of investment accounts (mutual funds, ETFs, managed accounts, SMAs, UMAs); Collaborate on presentations and materials for meetings and events; Build and maintain advisor relationships; Support advisor business development; Participate in internal and local advisor events; Manage multiple priorities in a fast-paced environment

Requirements

Bachelor’s degree in Finance, Business, Economics, or related field; Series 7 license required or must be obtained within six (6) months of hire; Knowledge of investment concepts, markets, and asset allocation; Knowledge of portfolio construction principles and products; Knowledge of wealth management technology tools; Knowledge of advisor workflows and sales cycles; Knowledge of Microsoft Office applications; Skill in communication with advisors; Skill in learning new technologies; Skill in data analysis and reporting; Skill in time management and prioritization; Skill in relationship building; Ability to train advisors on technology; Ability to handle inquiries professionally; Ability to manage competing priorities; Ability to work independently and in teams; Ability to adapt to changing needs; Ability to demonstrate initiative

Nice to have

1–2 years of relevant experience preferred

Benefits

Medical, dental, and vision; Life insurance; Critical illness insurance and accident insurance; Disability benefits; Retirement savings; Paid time off (including vacation, holidays, and sick leave); Parental leave