Careers
LTSave, Inc. is a technology-enabled business services provider. Based in Boston, MA, LTSave provides investment management and retirement planning services to employers, banks and bank platforms, affinity groups and membership organizations through its proprietary investment technology platform.
The firm is a new, rapidly-growing SEC-registered investment adviser. It uses quantitative portfolio construction processes to deliver independent investment management services to end-customers through institutional channels. The firm specializes in advising and managing mass affluent retirement accounts acquired through these channels. It has developed a proprietary internet-platform for advice generation and client service delivery.
The platform is currently being implemented for a large institutional client, and is being expanded to provide more full-featured wealth management services and retirement income management services. The firm is expecting significant future growth, and has completed a venture round for financing its business plan.
LTSave is an industry leader in its category and offers an exciting and rewarding work environment.
All positions are in Boston, MA unless otherwise noted.
To apply, send you resume and salary requirements to jobs@ltsave.com.
Please include the job title in the subject line of your email.
All Open Positions
Director Banking Sales
Investment Analyst
Senior Software Engineers (multiple)
Web Designer - User Interface Expert
Customer Contact Center Representative (multiple) - Miami, FL
Sales & Marketing Assistant
Position Descriptions
Director Banking Sales
Our company is looking for a well-seasoned dynamic senior executive who has the capacity and energy to build and lead our Banking & Credit Union industry vertical. We require a goals-driven individual who can open up new accounts. The individual will sell a web delivered wealth management service into bank, bank platform & credit union organizations. This sales executive must also have a background in strategic selling and a understanding of how to sell through the channel. The ideal candidate has the experience, capacity and network to establish and scale revenue within a start-up environment.
Principal Responsibilities
- The ideal candidate will have experience selling enterprise online financial products and software (e.g., online banking, billpay, payments) to Tier 1 & Tier 2 Banks, Credit Unions as well as partnering with banking platforms
- Exceptional sales knowledge of the banking & credit union marketplace
- Demonstrated ability to think strategically
- As our sales are institutional, the ideal candidate must have sold to C-level executives.
- An intimate knowledge of the financial services and banking industry is required. A comfort with technology is also required, as our product is delivered through our proprietary internet based platform.
- Communicate customers needs to our product development team
Experience and Requirements
- Experience as sales executive in financial or banking technology platform with extraordinary results. The successful candidate will have experience in the development of closing new accounts
- Background should include experience selling to banking industry with understanding of online banking products.
- Strong strategic and tactical leadership skills
- Capable of communicating and working effectively with senior management and key business partners
- Knowledge and comfort with technology and web delivered applications.
- Excellent oral and written communication skills.
- Bachelor degree required, graduate degree preferred, with 7-12 years of sales experience in financial or banking technology sales
Please email Bill Reich at breich@ltsave.com
Investment Analyst
Responsibilities
- Monitoring existing advice generation system for the reasonableness of its advice.
- Maintenance and of model asset class allocations.
- Adaptation of the existing advice generation system and investment processes to the needs of future clients.
- Representation of the firm at meetings with institutional prospects and clients.
- Keeping parameters of the financial planning aspects of the system (such as IRA and plan contribution limits) up to date.
- Writing explanatory text for end-users of the system for publication on the Web site and on paper.
- Producing commentary and newsletters for institutional clients and individual customers.
- Producing performance reports as needed including attribution analysis.
- Providing backup information and analysis for the software development, product management, sales and marketing, and customer support staff.
Requirements
- 5-10 years of experience in investment management.
- CFA, MBA desirable.
- Familiarity with and experience in the use investment analytic software and proficiency with MS Excel.
- Recent experience as an assistant portfolio manager or equivalent.
- Pension consulting and/or financial planning background desirable, as is experience in the mutual fund industry.
- Must be a team player, able to explain investment concepts to software engineers.
Senior Software Engineers (multiple)
We are looking for 2-3 strong “can-do” developers that thrive in a small yet fast paced development team.
Applicants will be responsible for developing and supporting the various layers in our software platform.
Responsibilities
- Design, modify, develop, and deliver software.
- Review, analyze, and modify software including encoding, testing, debugging and documenting programs.
- Participate in the testing process through test review and analysis.
Requirements
- BS in Computer Science, graduate degree preferred.
- 4+ years in ASP.NET (versions 1.0 and 2.0)
- 4+ years in C#
- 5+ years in C++ (desirable)
- Strong understanding and experience in HTTP Protocols, HTML, CSS, JavaScript, XML/XSLT.
- Well versed in Object Oriented principles.
- Component and object oriented development in .NET environment using C#.
- Database development using Microsoft SQL Server 2000 +
- Stored Procedures
- Web based n-tier development methodologies using ASP.NET
- Familiarity with system life-cycle methodologies.
- Strong English communication skills, verbal and written.
- Ability to work in a fast paced, deadline driven environment
Key Personal Traits
- Disciplined, detailed, structured and organized in approaching work.
- Able to multi-task.
- Intense, focused and thrives in a high-energy environment.
- Team player.
Web Designer - User Interface Expert
We are looking for a “can-do” Web Designer who has significant
experience designing highly intuitive and professional User Experience
Interfaces. The candidate must thrive in a small yet fast paced development team.
Applicant will be responsible for assisting in the immediate and gradual
evolution of the Company’s products’ overall User Interface.
Responsibilities
Working in a small and high paced development team, be a major contributor
to the overall evolution of the User Interface for all Company products
(internal and customer facing) as well as Corporate sites.
- Create design prototypes, including graphic design, site navigation, and layout of content, for the Company’s
- Corporate and Product websites. .
- Ensure layout of content is intuitive and logical; if necessary, make recommendation for improvements..
- Create visual concepts (including wireframes) that conform to the Company’s image and standards while ensuring easy and intuitive navigation.
- Designs should be flexible while leveraging current web technologies.
- Assist in performing maintenance and updates to existing websites as needed.
- .
Requirements
- Bachelor’s degree in communications/Computer Science or other discipline related to the responsibilities.
- 4+ years in web design for standards-compliant cross browser compatibility and cross-platform issues.
- Excellent knowledge of current web-design trends and techniques.
- Strong understanding and usage of XHTML, DHTML, XML, XSLT and JavaScript.
- Advanced understanding and usage of CSS, digital imaging and illustration with Adobe Photoshop, Macromedia Flash and Illustrator with formal training as a plus.
- Attention to detail, customer-service orientation, and creativity in problem-solving.
- Ability to work in a team and independently with minimal supervision.
Customer Contact Center Representative (multiple) - Miami, FL
High exposure, servicing position for existing and prospective investment advice clients. Initial assignment will be on-site in the Miami, FL area to launch investment advice service for a major employer.
Responsibilities
- Assist and guide clients in enrolling for investment advice on company’s platform.
- Provide guidance and education for customers regarding their retirement planning needs through one-on-one meetings.
- Serve as intermediary for client to resolve service issues with home office.
- Counsel clients on completion of transaction requests.
- Serve as contact center rep using company’s contact center system.
Requirements
- Minimum 4 to 6 years of financial services, investment and/or retirement planning experience.
- Prior customer service experience.
- Knowledge of 401(k)/403(b) retirement plans.
- Familiarity with investment concepts, mutual funds and annuities.
- Be resident in or commute to Miami area (or willingness to temporarily relocate to Miami) for initial assignment.
Key Personal Traits
- Creative, self-starter with multitasking capability and ability to work well under pressure.
- Powerful communication skills .
- Positive and tactful disposition.
- Strong interpersonal skills and pleasant speaking tone; fluency in Spanish is a plus.
- Strong computer / Windows skills.
- BA/BS degree required, CFP preferred.
Sales & Marketing Assistant
Our small but growing sales and marketing team is looking for a part-time employee to support project planning, event scheduling and research. The ideal candidate is well organized, detailed oriented, energetic, familiar with computers, and has an interest in retirement planning. The Sales & Marketing Assistant will be tasked with both scheduling and planning events and organizing sales collateral and contracts. We need an individual who is looking for a flexible schedule and is comfortable working from home or the office. Excellent verbal and written communication skills are a must.
Responsibilities
- Serve as a part time assistant to a small sales and marketing team.
- Support organization and planning of company’s participation in trade shows.
- Support reservations and tasks around sales meetings and corporate events.
- Maintain a collection of sales literature and collateral.
- Provide research on topics in retirement planning as needed.
Requirements
- Knowledge and comfort with technology and web delivered applications.
- Familiarity with scheduling and maintaining project plans.
- Familiarity with investment concepts, mutual funds and annuities.
Key Personal Traits
- High-energy, creative, self-starter with multitasking capability and ability to work well under pressure.
- Strong written and verbal communication skills.
- Good computer / Windows skills / Knowledge of the Web.
- BA/BS degree required.