Senior Associate, Global Client Group (Independent Advisor Group)
Core
Supporting 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 (Sales/Client Services)
Builds
Business relationships and client-driven investment solutions for financial advisors
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 requests, Understanding advisor industry
Preferred skills
MBA, CFA, Proactive learning, Analytical skills, Quantitative problem-solving, Team collaboration, Project management
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