Position Summary: The role of Project Management Associate is to ensure full implementation, execution and on-going project work completion between clients, strategic partners and advisors. This role will also have responsibility for tracking and holding partners accountable to revenue sharing arrangements, P&L management, and revenue growth of this business unit. Further responsibilities may include business development work, partner acquisition opportunity due diligence work and management of GFG Team Members.
Essential Functions:
Manage Project Management Spreadsheet
- Meet with Advisor(s) weekly to review spreadsheet and determine action items
- Work with EA to coordinate meetings with clients
- Work with EA to update tabs for timely management of projects
- Report on spreadsheet at team meetings
Client On Boarding
- Collect necessary documents from clients
- Act as case manager if multiple departments are involved in on boarding
- Ensure compliance regulations are followed
Attend Client Meetings
- Take Notes
- Dictate case notes
- Understand case design to ensure follow through and project execution
Strategic Partner Management
- Hold partners accountable to completing their work and act as “quarterback” between them and client to prevent heavy lifting by client
- Report to advisor progress of project work at review meetings or as needed
- Hold partners accountable to revenue sharing agreements ensuring timely payment to GFG Solutions
Operations & Management
- Manage Client To Dos
- Oversee Paraplanner
- Attend partner/vendor meetings as necessary
- Engage in business development meetings and opportunities as needs arise – i.e., complete due diligence on acquisition of a new business unit (CPA, Bookkeeper, Payroll, etc.)
- Assist with new agent training on industry specific software systems and assist agents with questions related to Financial Planning Software
- Stay up-to-date on financial regulations and contribution limits
- Stay up-to-date on industry news to include financial and insurance
- Ensure proper compliant file procedures are followed
- Utilize required software to track expectations to performance
- Manage P&L with GFG accounting firm
File Prep – Close Meeting, Implementation, and Review Meetings
Close Meeting
- Ensure all files are appropriately prepped for each advisor’s client meetings
- Work collaboratively with team members in the investment and insurance operations department
- Provides Summary of Assumptions and Sales ideas (where appropriate) with all analysis/plans, including but not limited to:
- Executive Summary
- Financial Planning Engagement Agreements
- Rightbridge reports
- Marketing bundles
- Investment proposals
- Run tax plan analysis with Corvee software
- Run Morningstar reports
- Run Social Security Estimates when necessary
- Manage and forecast multiple calendars
Implementation Meeting
- Ensure all files are appropriately prepped for each advisor’s client meetings
- Work collaboratively with team members in the investment and insurance operations department
- Ensure all appropriate insurance, investment and financial planning delivery requirements are included in the file
- Run Morningstar reports
- Run Social Security Estimates when necessary
- Manage and forecast multiple calendars
Review Meeting
- Ensure all files are appropriately prepped for each advisor’s client meetings
- Work collaboratively with team members in the investment and insurance operations department
- Provides Summary of Assumptions and Sales ideas (where appropriate) with all analysis/plans, including but not limited to:
- One Page Investment summary
- Executive Summary with To Do list updated
- Financial Planning Engagement Agreements
- Rightbridge reports
- Marketing bundles
- Investment proposals
- Insurance illustrations
Other Functions:
- Complete other duties as assigned by Supervisor
Minimum Job Requirements:
- Bachelor’s Degree in a related field (preferred)
- Registered representative/insurance agent experience preferred
- Proficient in English
- Excellent inter-personal skills
- Excellent written and verbal communication skills
- Must be able to pay close attention to detail
- Excellent computer skills; proficient with Microsoft Outlook, Excel, and Word
- Proficient with Financial Calculators, Advisys, Profiles, Personal Financial View (eMoney) and WBC Software or equivalency
- Working knowledge of Life, Disability, and LTC Illustrations
- Must be able to learn company and industry specific sofware programs
- Able to work independently on assigned tasks, and able to accept and follow directions.
- Able to work collaboratively with others
- Able to be responsible, dependable, and take initiative
Specialized Knowledge, Licenses, etc.: Preferred that employee holds series 6, 63, & 65 licenses and Life & Health License.
Working Conditions:
- Office environment
- Sitting for periods of time in front of a computer monitor
- Able to lift 10 lbs. to 25lbs.
The job description is only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties. The responsibilities, tasks, and duties of the jobholder might differ from those outlined in the job description and that other duties, as assigned, might be part of the job. This job description does not constitute an employment contract; the employment relationship between GFG Solutions and the employee is an at-will relationship.Show less
- Seniority level Associate
- Employment type Full-time
- Job function Finance, Project Management, and Customer Service
