Relationship Management Associate
oshaughnessy
finance

Job Description:


The Private Wealth Associate will support OSAM�s 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 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:


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

Is there an interview guide for oshaughnessy?

Yes

Click Here for Company Interview Guide

Apply Now

By clicking on the apply button , the applicant will be redirected to original job posting

ITT is moving from White Plains, New York, to Washington Blvd. in Stamford.

How To Find A Job Online: Learn How To Use different Types of Job Boards To Narrow Down Your Search