Director, Model Portfolios — Drive Advisor
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-07
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-01-07
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Location: New York
A leading financial services firm in New York is seeking a Director for Model Portfolios to enhance sales execution and advisor engagement. This role involves driving the adoption of turnkey model portfolios, expanding client relationships, and collaborating effectively with wholesalers. Candidates must possess a Bachelor's degree and hold Series 7 and 63 licenses. The position offers a competitive salary range of $100,000 - $155,000 and requires a hybrid work arrangement.
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