Toews, an asset manager and leader in coaching financial advisors about behavioral finance, seeks a full-time coordinator in our New York City office. Our behavioral coaches lead workshops and coach advisors across the U.S. You’ll work closely with coaches on scheduling, follow-up, and marketing workshops. You’ll join the Toews team in our loft-like office near the Flatiron Building, and work with the CEO and Director of Sales and Marketing.
We seek a highly motivated, organized, and intellectually curious individual with a background in finance. This is an opportunity to delve into the burgeoning area of behavioral finance and help financial advisors improve their practice through Toews’ coaching. See more: https://toewscorp.com/advisor-training/
To apply for this position, visit https://toews.bamboohr.com/jobs/view.php?id=4
We’re looking for self-starter to establish priorities, work and research independently, and achieve objectives without supervision. The Coaching Coordinator must have excellent written and verbal communication skills. This position reports directly to our Director of Sales and Marketing.
- Establish a process for managing the Toews Behavioral Portfolio Design™ coaching program; record notes, track tasks, define next steps.
- Manage details of the advisor-coach relationship, including: scheduling and attending coaching calls and workshops and briefing coach before coaching calls on status of advisor and tasks to be accomplished on that call.
- Maintain the team’s research and analysis tools and processes, including Morningstar Direct and
- Advisory World. Maintain records and use the tools to conduct research and prepare reports on portfolio strategists and money managers for advisors.
- Assist with marketing efforts, including private labeling documents for advisors and building out advisor custom brochures
Minimum 1-3 years’ financial services experience and a Bachelor’s degree, preferably in Marketing or Finance. Experience using Salesforce, Morningstar Direct, or AdvisoryWorld a plus.
The Coaching Coordinator position is based in our New York City office, alongside our Director of Sales and Marketing and CEO. The position may require occasional travel (0-20% of the time).
FLSA Status: Exempt
Toews Corporation provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Toews Corporation complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Toews is an RIA and tactical manager with more than 20 years’ experience building risk-managed portfolios. We manage $1.9 billion in our own mutual funds, separately managed accounts, and through our strategies on multiple platforms.
Following years of research into Behavioral Economics, Rules Based Investing, and Goals Based Investing, we created Toews’ Behavioral Portfolio Design™. This approach, which we apply to our own investment strategies, is advancing the practice of applied behavioral finance within the investing community.
In addition, through our Behavioral Portfolio Design™ Workshops and private coaching, we counsel advisors on how to be behavioral coaches to their clients, potentially adding value to their practice, strengthening bonds, and seeking to improve performance.