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intelliflo is a global business that welcomes bold ideas and all points of view. Doing what matters inspires us, and we believe that we grow best – as people and businesses - by working together and always striving to get better without fearing failure.
We’re not looking for a ‘culture fit’. We want you to bring your unique skills and perspectives and add to our culture, not conform to it. This isn’t about finding the person who fits in; we want people who stand out.
Who is intelliflo?
Sound financial advice has the power to transform lives and should be accessible to the many, not the few. intelliflo widens access to financial advice through leading technology that powers the advisory experience.
We use open software architectures and unmatched industry experience to simplify a complex digital landscape and help advisors flourish and grow. Our solutions support over 30,000 financial advisors globally, who represent over three million households with over USD 1 trillion assets.
intelliflo operates independently under its own brand as a wholly owned subsidiary of Invesco, a global leader in the asset management industry.
Please use the template below to create a Job Posting for your Requisition. Review the Career Track / Level Criteria at the bottom of this template and ensure the job posting matches accordingly.
Your Team
[Department summary, 4-5 sentences max]
Your Role
[A brief description of the job and its purpose – 4-5 sentences max]
You Will Be Responsible For:
• [We recommend 8 bullet points or fewer. Manager’s discretion]
The Experience You Bring:
• [We recommend 8 bullet points or fewer. Manager’s discretion]
**The information below comes from the Job Leveling Guide and is meant to assist you in writing the job description. Please delete once you have completed the job description.**
General Role Profile
• Requires working knowledge and skills developed through formal training or work experience
• Identifies the problems and relevant issues in straightforward situations, assesses each using standard procedures, and makes sound decisions
• Works within established procedures and policies with direct supervision
Knowledge
• Requires the applications of most of the specific skills needed to perform assigned tasks
• Applies procedures and policies to complete a variety of tasks
Business Acumen
• Understands how the assigned duties relate to others in the Team and how the Team integrates with other Teams
Problem Solving
• Works on assignments that are similar in nature
• Identifies when actions deviate from standard policies and procedures
• Recognizes and solves typical problems that can occur in own work Area by evaluating and selecting solutions from established operating procedures and/or analytical methods
Impact
• Under general supervision, completes tasks of a repetitive or routine nature
• Impacts own and related Team through the quality of work and services provided
Leadership
• Has no supervisory responsibilities
• Manages own workload
Influence and Partnership
• Communicates moderately complex information
• Ensures underlying details are clarified
intelliflo’s workplace model is designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection when possible. Most teams within our England office work 1-day a week in the office, however, most of our teams within the United States and India operate in a remote working pattern. Certain limitations apply. Please consult with your Talent Acquisition contact during the interviewing process.
What’s in it for you?
intelliflo offers industry-leading Total Rewards that help you thrive – in and out of the office, including competitive pay, retirement savings plans, generous health and wellness benefits, and much more.
Our commitment to diversity, equality, and inclusion
Our aspiration is for our workforce to continually reflect the diversity of people and perspectives in today’s evolving society, which we believe is fundamental to our efforts to widen access to financial advice. intelliflo is proud to be an Equal Opportunity Employer. We are committed to equal employment opportunity for all job applicants and employees. Individuals seeking employment at intelliflo are considered without regards to race, religion, color, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, military or veteran status; or any other characteristic protected by applicable laws.
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.
