File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
JobTitle




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Job Title




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Private Account Manager




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
JobCode




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Job Code




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
6872LF




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
JobCategoryName




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Job Category




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Business Development/Sales




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
JobTypeName




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Job Type




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Permanent




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
JobLocationName




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Job Location




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Boston - MA




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
PublishOnDate




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Date Posted




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Apr 26 2022 12:00:00:000AM




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
ExpireOnDate




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Expires On




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Sep 22 2022 12:00:00:000AM




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
Responsibilities




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Responsibilities




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
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:





File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
Qualifications




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Qualifications




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Position Qualifications:




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
RequiredYearsOfExperience




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Required Years of Experience




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
5




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
AdditionalInfo




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Additional Info




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
For more information contact: Lindsay Flynn (617)728-4100 | lindsay@fanning-boston.com


Fanning Personnel - Boston Jobs - Boston Investment Jobs, Boston Finance Jobs - Fanning Personnel
 

Job Title:
Private Account Manager
Job Code:
6872LF
Job Category:
Business Development/Sales
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Apr 26 2022
Expires On:
Sep 22 2022
Responsibilities:
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 business
  • Build and develop ongoing relationships with individuals in collaboration with the sales teams
  • Oversee and maintain the client experience by running proposals, onboarding, and facilitating client contracts for a variety of investment offerings
  • Collaborate with internal stakeholders to improve production and efficiency
  • Leverage new solutions, solve operational challenges, and provide an exceptional high touch experience

Qualifications:
Position Qualifications:
  • Bachelor's Degree with 5-7 years of related financial service experience
  • MBA and/or CFA a plus
  • FINRA Series 7 & 63 required
  • Effective communicator focusing on building and developing internal and external relationships
  • Knowledge of Separately Managed Accounts technology and operations
  • Strong analytical skills
  • Excellent time management and ability to prioritize in a deadline driven environment
Required Years of Experience:
5
Additional Info:
For more information contact: Lindsay Flynn (617)728-4100 | lindsay@fanning-boston.com
Salary Range:
Name:

Email:

Phone #:

Message:

Submit Resume:



All contents © copyright Fanning Personnel. All rights reserved.

Powered by: DreamingCode
Join Our Candidate Newsletter
617.728.4100
20 Park Plaza, Suite 525
Boston, MA 02116