Responsible for assisting the Chief Investment Officer in supporting WMC's/IPS's investment philosophy, execution, and strategic initiatives. Implements the research function on investment products and offerings that directly contribute to our Financial Network's end-client experience, Financial Representative satisfaction, and WMC/IPS profitability. Communicate investment information concisely and accurately both in writing and in-person. Formats will include formal presentations, scheduled reports, and ad hoc or one-time requests.