Private Account Manager - Fanning Personnel
Boston, MA 02297
About the Job
Job Title:Private Account ManagerJob Code:6872LFJob Category:Business Development/SalesJob Type:PermanentJob Location:Boston - MADate Posted:Apr 26 2022Expires On:Sep 22 2022Responsibilities: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 businessBuild and develop ongoing relationships with individuals in collaboration with the sales teamsOversee and maintain the client experience by running proposals, onboarding, and facilitating client contracts for a variety of investment offeringsCollaborate with internal stakeholders to improve production and efficiencyLeverage new solutions, solve operational challenges, and provide an exceptional high touch experienceQualifications:Position Qualifications:Bachelor's Degree with 5-7 years of related financial service experienceMBA and/or CFA a plusFINRA Series 7& 63 requiredEffective communicator focusing on building and developing internal and external relationshipsKnowledge of Separately Managed Accounts technology and operationsStrong analytical skillsExcellent time management and ability to prioritize in a deadline driven environmentRequired Years of Experience:5Additional Info:For more information contact: Lindsay Flynn
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 businessBuild and develop ongoing relationships with individuals in collaboration with the sales teamsOversee and maintain the client experience by running proposals, onboarding, and facilitating client contracts for a variety of investment offeringsCollaborate with internal stakeholders to improve production and efficiencyLeverage new solutions, solve operational challenges, and provide an exceptional high touch experienceQualifications:Position Qualifications:Bachelor's Degree with 5-7 years of related financial service experienceMBA and/or CFA a plusFINRA Series 7& 63 requiredEffective communicator focusing on building and developing internal and external relationshipsKnowledge of Separately Managed Accounts technology and operationsStrong analytical skillsExcellent time management and ability to prioritize in a deadline driven environmentRequired Years of Experience:5Additional Info:For more information contact: Lindsay Flynn
(617)728-4100
| lindsay@fanning-boston.comSalary
Range:
Source : Fanning Personnel