Job Title:
Internal Investment Consultant
Job Code:
5469LT
Job Category:
Investment Operations
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Jun 18 2020
Expires On:
Jul 31 2020
Responsibilities:
Internal Investment Consultant ($70K + Bonus)

The responsibilities of the Internal Investment Consultant are:
-Support Regional Sales Managers and/or Key Accounts Managers with planning efforts related to Book of Business Coverage, Account, and Opportunity Management
-Support the tactical execution of defined Sales, Marketing and/or coordinated engagement campaigns
-Execute client research and profiling in support of territory prospecting efforts and in advance of targeted outreach
-Offer general Organization Support based on client needs and/or defined requests
Qualifications:
The qualifications needed of the Internal Investment Consultant are:
-Bachelor's degree required
-6 months+ of experience in mutual fund industry
-Series 6/63
-Technologically savvy with strong command of Microsoft Excel
-Familiarity with salesforce.com and Morningstar Direct a plus
Required Years of Experience:
1
Additional Info:
CONTACT: Lynn Tyburski: lynn@fanning-boston.com | phone: 617-728-4100 | fax: 617-728-4115
Salary Range:
$70,000
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