Advisor Solutions Specialist


Provide partners (both field producers and internal) with a consultative approach to the AIC technology ecosystem, allowing them to bring a superior level of support to investors.

At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy, and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.

Ameritas is seeking an Advisor Solutions Specialist to positively impact the adoption of Ameritas proprietary investment management programs.  Provide integration and support for various technology platforms. Support thousands of field reps and their office staff through access to tools and understanding of industry wealth management platform integrations.

What you do

* Provide support and consultation on Wealth/Portfolio Management & Reporting tools including Orion and Albridge
* Assist with security access management of custodial/clearing platforms, integration of technology platforms, and Ameritas web interfaces
* Support data management strategy and integration between systems
* Technology support and consulting of 3rd party field solutions including CRMs, data/portfolio analytics, marketing automation platforms, financial planning platforms, document storage platforms, data management platforms, portfolio management/research platforms, etc.
* Providing subject matter expert level training to field agencies on the Orion platform and working with the Practice Management Team to produce Ameritas customized Orion training content
* Work on projects relating to Communication and Content archiving solution, rep email management, and compliant text messaging.
* Working across the enterprise to build integration of data and solutions between Orion and the Ameritas proprietary management programs, data feeds, and marketing solutions.
* Partnering with Ameritas Enterprise IT on developing support for aggregation of Ameritas client and advisor data into 3rd party platforms
* Building a technology strategy for AIC that integrates with the Wealth Management Strategy and the goals/initiatives of the Ameritas Enterprise
* A consultative and partnering approach to managing advisor relationships will be key to success in this role.

What you bring

* Bachelor’s degree or equivalent combination of education and experience required.
* 2-4 years of overall experience with wealth management platforms, data integrations, and complex FinTech platform ecosystem combinations required.
* Previous experience with Orion required.

What we offer

* Our company motto is “Fulfilling Life” and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.
* Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers.
* We’re committed to professional development, opportunity, inclusion, and diversity. Team building and collaboration are also priorities.
* A total rewards package with all the comprehensive health and welfare benefits you’d expect, including competitive pay and incentives, 401(k), flexible work schedules and time off to care for yourself and others.
* Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training, and career development opportunities.

An Equal Opportunity Employer

Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

Job ID: 7121

Posted 22 days ago

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