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, Client Services & Business Development
Builds
Business relationships and investment presentations for financial advisor clients
Domain
Financial Services / Investment Management
Deliverable
client delivery
Required skills
Articulating complex investment principles, Educating financial advisors on portfolio solutions, Interacting on practice management, Developing investment presentations, Understanding advisor industry practices, Strong analytical skills
Preferred skills
MBA, CFA
Technologies
Excel, Access
Responsibilities
Articulating complex investment principles and capital market research to financial advisors, Educating financial advisors on portfolio construction, Interacting with advisors on practice management issues, Traveling with Regional Directors to develop relationships with key advisor clients, Developing and delivering complex investment presentations, Facilitating production of client-driven requests
Seniority
Senior, hands-on IC