Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 71 days ago

Portfolio Implementation Associate

janney47 open roles

Where
Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, Pennsylvania, United States of America
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowPortfolio Implementation Associatejanney · Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, Pennsylvania, United States of America

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on janney's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

7.8% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 1.7%1 day
  2. 3.5%3 days
  3. 7.8%7 days
  4. 14.6%14 days
  5. 34.1%30 days
This job: posted 71 days ago

The posting

The Portfolio Implementation Associate will work in Janney’s Operational department as a part of the Trading Team. The individual will hold dual responsibilities in the daily monitoring and administration of advisory accounts while providing technical help and assistance. This role is based in Philadelphia with full time in the office required.     What you are good at:

Analytical Ability: Able to effectively review information and data to identify issues and opportunities. Organization and Time Management: Able to structure the timing of operational workflow to reliably and accurately complete multiple tasks under frequent time constraints. Initiative: Proactively look for opportunities to enhance operational procedures and personal growth. Building Relationships: Connecting with others in a way that fosters trust and creates collaborative relationships.

 Responsibilities:

Provide initial training and ongoing support to managers and Financial Advisors using the Vestmark tool. Enhance user experience by partnering with Financial Advisors to understand goals and maximize efficiency with appropriate solutions. Coordinate implementation of the firm’s model delivery portfolios on behalf of managers on the platform. Manage and implement Janney’s proprietary mutual fund wrap program. Develop an understanding of Janney’s product offerings and how they affect the department. Utilize analytical skills to identify possible process and workflow enhancements. Provide excellent client service and follow up where appropriate. Complete ad hoc projects as necessary and assist with process improvement initiatives as needed. Understand and assist with the administrative and support functions on the team.

What you have:

Bachelor’s Degree or equivalent experience. 0-2 years of related industry experience. Series 7 and 66 licenses required or ability to obtain within 6 months. Knowledge of financial markets including equities, fixed income and/or mutual funds a plus. Experience with Vestmark, Envestnet, APL/InvestCloud, Advent, Charles River or Bloomberg a plus. High ethical standards and excellent attention to detail. Excellent written and oral communication skills. Able to work under pressure in a dynamic environment with competing demands for resource. Demonstrate an interest/knowledge in financial markets. Sound project and time management skills. Collaborative spirit and a team player.

   Why work for us? Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.   Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.   People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against janney's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on janney's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    janney's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.