Sr. Relationship Manager - Personalized Indexing
Core
Senior Relationship Manager partnering with financial advisors to support business growth and client success for a personalized indexing platform.
Role type
Senior IC relationship manager (wealth management)
Builds
Personalized indexing and separately managed account solutions for financial advisors and clients
Domain
Wealth management / Investment management
Deliverable
client delivery
Required skills
relationship management, investment strategy presentation, portfolio analysis, risk discussion, advisor education, business development, SMA expertise, investment management
Preferred skills
direct indexing experience, MSCI Barra risk models, FactSet analytics, CFA designation, advisor-facing platform support, client presentation delivery, portfolio attribution
Technologies
MSCI Barra, FactSet
Responsibilities
Develop and maintain relationships with financial advisors, present investment strategies and portfolio concepts, partner with client service and portfolio management teams, translate complex investment concepts into actionable insights, conduct portfolio analysis and risk discussions, support advisor education efforts, contribute to strategic client initiatives.
Seniority
Senior, hands-on IC