Alternative Investment Specialist

Overview

At WD Wealth Strategies, we specialize in developing proprietary financial strategies for the accumulation and preservation of our client’s wealth through a multitude of strategies. Our founder, Will Duffy, began his journey over a decade ago when he set out to find one answer:
How Money Really Works™. In the last 5 years, our practice has grown exponentially, servicing 500+ Ultra High Net Worth individuals, business owners, family offices, and more. We take pride in providing highly proprietary wealth strategies around taxation, investments, insurance, and more, known as The Duffy Method™. We maintain 50+ strategic partnerships with the country’s top tax firms, estate planners, attorneys, investment sponsors, insurance carriers, banks, custodians, and more for the purposes of developing new strategies, staying on top of legal changes, and providing massive value to our clients.

POSITION DESCRIPTION

We are seeking a highly organized and self-motivated individual to join our team as an Alternative Investment Specialist. The Alternative Investment Specialist provides vital support to our Wealth Strategist teams and clients, through maintaining our investment offering workflows, processing investor trades, and hosting marketing events promoting new offerings to existing clients. The Alternative Investment Specialist partners with internal teams, advisors, investment sponsors, and custodians to create and maintain accounts for new and existing clients while maintaining the highest standards of confidentiality and client privacy.

Candidates need to possess strong organizational and communication skills, with the ability to adapt to a dynamic environment, in order to work effectively in a growing small business, contributing to documenting processes, developing SOPs, and assisting with training development.

• Act as a liaison between clients, advisors, and investment sponsors, and serve as the primary point of contact for clients’ alternative investment needs
• Track and communicate progress and investment updates to clients
• Onboard new investment offerings to the firm platform
• Develop and maintain relationships with investment sponsors
• Maintain internal documentation on available offerings
• Prepare and review new subscription documents, complete new trades, process funding of new investments, and perform a review of new holdings
• Maintain accurate client records and record information in the company CRM
• Execute service requests in conjunction with advisors and maintain appropriate follow-up with sponsors, custodians, and clients
• Assist with recurring audits, reporting, and projects as needed
• Coordinate procedure updates for efficiency, accuracy, and completeness
• Organize and market weekly Investment & Educational webinars (in the future)

• An interest in the financial services industry
• Basic knowledge of Adobe, Microsoft Office, and Google Suite
• Adaptability and ability to learn new concepts quickly
• Great problem-solving skills
• Excellent communication and organizational skills
• Strong attention to detail
• Ability to develop and deliver innovative ideas as the position grows
• Capability to collaborate and work with teammates to accomplish daily deliverables
• Series 7 or ability to obtain the Series 7 within 3 months of the start date (company sponsored)
• Candidate must pass a background check and FBI fingerprinting

• W2 Employee: $20/hr
• Full Time
• Hours:
  
  8:00 am - 5:00 PM MT with some flexibility
• In-office position
• 401(k): company contributes 5% with no contribution needed
• Health Insurance
• Paid Time Off
• Unlimited Unpaid Time Off
• Annual company-sponsored trip
• Opportunities For advancement (our company is growing and we want our team to grow too!)

Job Type: Full-time

Salary: $20.00 per hour

• 401(k)
• Health insurance
• Paid time off

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday
• No nights

Ability to commute/relocate:

• Lone Tree, CO 80124:
  Reliably commute or planning to relocate before starting work (Required)