Private Wealth, Sales Service Associate

About the role

The Sales Service Associate (SSA) role is an essential part of our Private Wealth team and tasked with preserving the operational efficiency of our organization.

Responsibilities

• Partner with Market Team: Sr. Market Leader, Market Leader, and Relationship Management Associate (RMA) to support sales initiatives and investor service requests.
• Facilitate escalated operational requests for investor accounts (account updates, rep changes, capital call notices, investor portal log in requests, tax documents, business processing redemption requests).
• Liaison between operations and sales team streamlining an efficient and best-in-class client experience.
• Develop operational and business processing expertise across our selling syndicate to assist Financial Advisors through white glove service.
• Become a knowledgeable resource on private market strategies, competitors, and products available in the alternative industry.
• Demonstrate competence in our core, perpetual strategies, and high-level understanding of campaign funds to assist with fundraising.
• Coordinate investor information to help sales teams maximize product impact.
• Generate ad hoc reports for sales team.
• Maintain data integrity in CRM database.

Qualifications

• Bachelor's degree with 1-3 years of related experience preferred.
• FINRA licenses (SIE, Series 7, and Series 63) not required but encouraged.

Skills & Attributes

• Strong interpersonal skills with proven ability to build effective relationships.
• High proficiency in Microsoft Excel, Word and PowerPoint.
• Excellent interpersonal and written communication.
• Detail oriented.
• Strong time management and organizational skills.
• Diplomacy in client interactions.
• Work independently and in a team environment.
• Proactive and innovative self-starter.
• Entrepreneurial mindset with a high level of accountability.

Pay

It is expected that the base annual salary range for this New York City-based position will be $80,000 to $95,000. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role.

Schedule

The Role The Sales Service Associate (SSA) role is in office Monday to Friday.