Associate Client Advisor

Job Summary

Supporting one or more Client Advisors, the full-time Associate Client Advisor will drive sales of investment management strategies across various institutional plans while collaborating with multiple teams to enhance client relationships and business development efforts, with the possibility of remote work.

Key responsibilities

• Provide business development support by identifying prospective opportunities through research and industry sources
• Organize and prepare for meetings, calls, and events involving prospects and consultants
• Partner with the Client Service team to service and cross-sell existing client relationships

Required qualifications

• Undergraduate degree with 3-4 years of experience in institutional investment management or investment banking
• Demonstrated ability to learn complex investment concepts
• Strong project management and organizational skills
• Some product knowledge in Fixed Income, Equities, and Alternatives preferred
• Licenses Series 7 and 63 required within 90 days of hire; CFA Charter pursuit expected within the first year if not already started