Senior Associate, Global Client Group (Independent Advisor Group)
Core
Supporting Regional Directors in business development and client services for fee-only financial advisors (RIAs) on the west coast.
Role type
Senior Associate, Independent Advisor Group
Builds
Business relationships and investment solutions for financial advisor clients
Domain
Financial Services / Investment Management
Deliverable
client delivery
Required skills
Articulating complex investment principles, Educating advisors on portfolio construction, Interacting on practice management, Developing investment presentations, Facilitating client-driven requests, Understanding advisor industry practices
Preferred skills
MBA, CFA
Technologies
Excel, Access
Responsibilities
Articulating complex investment principles and capital market research to financial advisors, Educating financial advisors on portfolio solutions, Interacting with advisors on practice management issues, Traveling with Regional Directors to develop relationships with key advisor clients, Developing and delivering complex investment presentations, Developing and facilitating production of client-driven requests
Seniority
Senior, hands-on IC