Job Title:
Relationship Analyst
Job Code:
Job Category:
Client Service/Relationship Mgmt.
Job Type:
Job Location:
Boston - MA
Date Posted:
Nov 16 2022
Expires On:
Nov 30 2022
  • Proactively represent firm in the pursuit of increasing platform placement, recommended list additions and model placements at accounts.
  • Build and maintain strategic relationships with research due diligence/gatekeepers for mutual funds, separate accounts, and other platforms at assigned firms.
  • Develop and implement business plans for assigned accounts resulting in fund additions, recommendations and model placements.
  • Obtain and disseminate research and analytical intelligence to field sales resulting in improved sales execution.
  • Create and implement innovative product solutions for assigned firms.
  • Continually work to service and improve product placement and visibility at assigned accounts.
  • Manage affiliate relationships on behalf of assigned accounts.
  • Five years of successful key account / wholesaling experience within a mutual fund / separate account environment
  • Bachelor's Degree or equivalent work experience; MBA, CIMA, CFA, strongly preferred
  • Series 7 and 63 licenses (or equivalent) required
  • In-depth knowledge of retail mutual funds products, separate account marketplace and investment industry in general.
  • Strong sales abilities evidenced by a track record of increasing new business at both existing, and developing relationships
  • Self-starter who can effectively operate in team-oriented and collaborative organization.
  • Exceptional interpersonal and presentation skills to engage at all levels within an organization, both internally and externally.
  • Adaptive to changes in business focus and willingness to assume new duties to further firm initiatives
  • Travel up to 25%
  • Knowledge of compliance issues and distribution contracts a plus
Required Years of Experience:
Additional Info:
For more information contact: Lynn Tyburski (617)728-4100 |
Salary Range:


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