Senior Associate, Global Client Group (Independent Advisor Group)

Responsibilities

• Articulating complex investment principles and capital market research to financial advisors
• Educating financial advisors on why and how our portfolio solutions are constructed and work the way they do
• Interacting with advisors on practice management related issues
• Traveling with Regional Directors and developing strong business and personal relationships with key advisor clients
• Developing and delivering complex and educational investment presentations to financial advisors
• Developing and facilitating the production of complex client driven requests among a team of Associates
• Developing a robust understanding of the advisor industry and related business practices

Qualifications

• Bachelors degree required
• MBA and/or CFA strongly preferred
• 5+ years of experience in the Financial Services/Investment industry
• Proactive desire to learn
• Strong analytical skills
• Solid quantitative problem-solving skills
• Excellent verbal and written communication and interpersonal skills
• Detail-oriented
• Able to work equally well in a team environment and independently
• Self-starter who is capable of managing multiple projects and meeting deadlines
• Strong computer skills (Excel and Access) with the ability to learn programs as needed
• SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses required and must be obtained within the first 12 weeks of hire as a condition of employment