Job Title:
Private Account Manager
Job Code:
Job Category:
Business Development/Sales
Job Type:
Job Location:
Boston - MA
Date Posted:
Apr 26 2022
Expires On:
Sep 22 2022
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

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:
Additional Info:
For more information contact: Lindsay Flynn (617)728-4100 |
Salary Range:


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