**Managed Account Services Consultant**
The Managed Account Services Consultant provides high-level program and product support across a wide range of activities critical to the Managed Accounts business. This role plays a central part in maintaining and enhancing the advisor and client experience by managing account maintenance needs, producing and analyzing data, researching complex client escalations, supporting platform enhancements, and contributing to user acceptance testing to validate system functionality. While working independently with minimal supervision, this role brings a proactive, solutions-oriented mindset to every interaction.

**Key Responsibilities and Duties**

+ Deliver exceptional advisor service and support across all aspects of the Managed Accounts program, acting as a primary resource for inquiries, issue resolution, and ongoing account servicing.
+ Partner with product and technology teams to provide servicing insights, identify system ...