Senior Associate, Global Client Group (Independent Advisor Group)
Core
Support Regional Directors in business development and client services for fee-only financial advisors (RIAs) across the east coast by articulating investment principles and educating advisors on portfolio solutions.
Role type
Senior Associate, Independent Advisor Group (Financial Services)
Builds
Business relationships and client service experiences for financial advisor clients
Domain
Financial Services / Investment Management
Deliverable
client delivery
Required skills
Articulating complex investment principles, Educating financial advisors, Interacting on practice management, Developing investment presentations, Facilitating client-driven requests, Understanding advisor industry practices
Preferred skills
MBA, CFA
Technologies
Excel, Access
Responsibilities
Articulate complex investment principles and capital market research to financial advisors, Educate financial advisors on portfolio solution construction, Interact with advisors on practice management issues, Travel with Regional Directors to develop relationships with key advisor clients, Develop and deliver complex educational investment presentations, Facilitate production of complex client-driven requests
Seniority
Senior, hands-on IC