File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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JobTitle
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Job Title
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Private Account Manager
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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JobCode
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Job Code
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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6872LF
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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JobCategoryName
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Job Category
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Business Development/Sales
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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JobTypeName
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Job Type
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Permanent
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JobLocationName
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Job Location
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Boston - MA
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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PublishOnDate
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Date Posted
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Apr 26 2022 12:00:00:000AM
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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ExpireOnDate
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Expires On
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Sep 22 2022 12:00:00:000AM
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Responsibilities
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Responsibilities
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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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
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Qualifications
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Qualifications
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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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
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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RequiredYearsOfExperience
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Required Years of Experience
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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5
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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AdditionalInfo
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Additional Info
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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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
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
