Associate, Internal Client Service and Business Development

About the role

The major responsibilities of this position could include, but are not limited to, the following:

• Develop external relationships by ensuring multiple tasks and queries are accurately handled by the requested deadline
• Help build and maintain relationships with registered investment advisers and other intermediaries, as well as identify and pursue new business prospects alongside Mondrian’s Client Service and Business Development Officers
• Act as an internal resource for issues related to mutual funds and model delivery
• Aid in the servicing and growing of Mondrian’s managed account programs (SMA/model delivery) and mutual fund relationships with multiple sponsors and platforms.
• Provide investment materials and other data to clients, prospects, and consultants
• Work alongside CSO/BDOs to achieve client retention and develop new business opportunities
• Manage internal processes with Operations team for client asset custody, transactions and new account funding
• Update client guidelines, restriction lists, and fee changes with the respective Compliance/Trading/Legal/Finance teams as needed
• Conduct competitor analysis and other ad hoc reporting for external meeting preparation
• Oversee trip planning for client, consultant, and prospect meetings, including the tracked shipment and delivery of any materials in advance
• Effectively maintain and use Mondrian’s CRM system, Salesforce, to coordinate and facilitate marketing efforts, management reporting, and the distribution of mailing list communications
• Review RFP responses along with DDQs and other deliverables as needed
• Support the ongoing development of Mondrian’s automated client reporting solutions across the firm’s suite of investment strategies
• Ensure proper disclosures and regulatory requirement standards are met in daily operations and logged appropriately where necessary
• Other duties as assigned by supervisor

Requirements

• College degree required (BA/BS), preferably with a Finance, Marketing, or other Business major/concentration
• 3-10 years of experience working in a similar role
• Working towards CFA or MBA is preferred
• Series 7 and 63 preferred
• Experience with Salesforce and eVestment is preferred
• Experience working in the intermediary marketplace
• Proficient in Microsoft Office (Word/Excel/PowerPoint)
• Ability to construct Pivot Tables and use V Lookups/Index Matching
• Ability to prioritize and work effectively within tight deadlines
• Excellent verbal and written skills
• Extreme attention to detail
• Ability to work independently and prioritize multiple responsibilities
• Availability and willingness to work overtime as needed

Qualifications

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
• We offer a competitive salary, discretionary bonus plan, 401k plan, and a generous benefits package including Medical, Dental, Vision, Life and Disability Insurances, Flexible Spending Accounts, enhanced family leave, and support towards professional qualifications.

Benefits

• Mondrian’s office is located next to the Radnor Regional Rail Septa station and is a short walk from the Radnor Norristown High Speed Line station. Parking is free at our office building.
• We attend various off site sporting events and social gatherings.
• We provide a wide selection of snacks and drinks in the office, as well as onsite catered lunches several times a week.
• Mondrian is committed to promoting equal opportunities and encouraging, valuing, and managing diversity amongst our team.
• Mondrian is an Equal Employment Opportunity Employer. We consider all qualified applicants without regard to any category protected by federal, state or local law, including but not limited to race, religion, color, sex, national origin, age, sexual orientation, disability or veteran status.