Associate, Global Client Group (Enterprise)
Core
Provide relationship management and support to Sales & Client Service teams for large RIAs and intermediaries, delivering portfolio analysis, educational webinars, and client service solutions.
Role type
Associate, Global Client Group (Enterprise)
Builds
Investment-related marketing materials, charts, and educational webinars for Advisor clients
Domain
Financial Services / Asset Management
Deliverable
dashboards & analysis
Required skills
Portfolio analysis, quantitative problem-solving, financial market research, Excel, Access, regulatory licensing (SIE, Series 7, 63/66)
Preferred skills
MBA, CFA, CFP
Responsibilities
Construct complex portfolio analysis for Advisor clients, deliver educational investment webinars, answer Financial Advisor hotline, assist in developing investment marketing materials, develop understanding of Advisor business practices
Seniority
Associate, entry-level professional