Seeking a Private Account Manager to join a Boston-based asset management firm's separately managed account business. In supporting the sales team, you will prospect clients, onboard, and provide them with ongoing high-touch advisor experience. This highly motivated individual will assist in growing the separately manage accounts business. This role can be in office or fully remote!Position Responsibilities:
- Act as point contact for all operational and support of the firm's separately managed accounts business
- Build and develop ongoing relationships with individuals in collaboration with the sales teams
- Oversee and maintain the client experience by running proposals, onboarding, and facilitating client contracts for a variety of investment offerings
- Collaborate with internal stakeholders to improve production and efficiency
- Leverage new solutions, solve operational challenges, and provide an exceptional high touch experience
Qualifications :
Position Qualifications:
- Bachelor's Degree with 5-7 years of related financial service experience
- MBA and/or CFA a plus
- FINRA Series 7 & 63 required
- Effective communicator focusing on building and developing internal and external relationships
- Knowledge of Separately Managed Accounts technology and operations
- Strong analytical skills
- Excellent time management and ability to prioritize in a deadline driven environment
Required Years of Experience :
5
Additional Info :
For more information contact: Lindsay Flynn (617)###-#### | ...@fanning-boston.com
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