Relationship Management Associate
oshaughnessy
finance
Job Description:
The Private Wealth Associate will support OSAMs business development/client service efforts for the Western 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 OSAMs 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:
1-2 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):
Hiring locations: Stamford, CT; St. Petersburg, FL; Boston, MA; or Seattle, WA
Hybrid schedule: work onsite 3 days a week.
Source:
Company Career Section
Competition:
N/A
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