Relationsship Management Associate
oshaughnessy
finance

Job Description:


The Private Wealth Associate will support OSAM�s business development/client service efforts for the Central US and will primarily collaborate with the business development, operations, and investment teams on sales enablement, onboarding, and maintaining relationships with high-end Registered Investment Advisors (RIAs).

Daily Responsibilities:


Collaborate with Director and Specialist to manage business development pipeline of advisor prospects Play a key role in all aspects of onboarding and servicing new RIA clients including model building, tax transition, platform training, and account level analytical work Communicate best practices for Canvas implementation by interfacing directly with key members of the partner firm (investment team, advisors, operations) Develop an in-depth understanding of Canvas workflows and OSAM�s investment/portfolio management process Prepare client-focused collateral based on internal and external requests Facilitate account service and operational requests in a timely manner Message complex investment topics in an approachable way oftentimes in presentation format

Job Requirements:


Minimum of 2 years� related work experience in financial services industry Series 65 or ability to obtain within 4 months Demonstrated interest in financial markets/investing Self-starter mindset with a willingness to think outside the box and execute and drive project-based work to completion with attention to detail High degree of comfort with technology (Microsoft Office including proficiency in Excel, Asana or other project management tool, CRM) Effective listener, communicator, and presenter Willingness to travel as needed for Conferences or Client Meetings

Compensation:


We expect the salary for this position to range between $80,000 and $90,000.

Job Location(s):


Stamford, Connecticut (and multiple locations)

Source:

Company Career Section

Competition:

N/A

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