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Cohen & Steers · 3 hours ago

Senior Associate, Wealth Management

New York, NY

Full-time

Hybrid

Mid, Senior Level

$80K/yr - $84K/yr

2+ years exp

Cohen & Steers is a leading firm in Wealth Management, and they are seeking a Senior Associate to provide service to financial advisors across various channels. The role focuses on supporting Regional Consultants in developing new business, maintaining relationships, and addressing inquiries from financial advisors.

Finance

Growth Opportunities

Responsibilities

Grows sales and activity within assigned territory by contacting financial advisors regularly and managing the sales process

Supports Regional Consultants in developing new business and servicing existing relationships. Follows up with financial consultants who establish new business and continually educates them on current products and upcoming new products

Maintain and record all activities into within CRM, Salesforce

Utilize data and technology to identify specific markets, firms and financial advisors to increase penetration and overall market share

Ability to converse knowledgeably with financial advisors and other key personnel about investment solutions and current economic and market conditions

Provides superior service and support to financial advisors by responding to requests and resolving account issues

Respond to daily telephone inquiries on performance and position of funds and managed accounts

Cultivates and maintains relationships with select group of focus advisors 'Silver Segment Advisors'. Builds relationships with these advisors who are often located in areas of the country that are less traveled to by the Regional Consultants

Qualification

Investment products masterySales experienceClient relationship developmentSalesforce proficiencyFinancial services experienceCustomer service excellenceMicrosoft Office proficiencyCommunication skillsProblem solving abilitiesDetail orientedTeam-oriented

Required

Proven track record of consistently exceeding annual territory sales goals and ranking in top quartile of annual territory sales rankings

Proven track record of developing deep relationships with clients and Silver Segment Advisors to raise assets

Experience selling or marketing investment products required

2-3 years of similar experience

Consistently exceeds the goal set for quality contacts

Shows consistent sales leadership in new products as they are launched and maintains a diversified business mix

Mastery of investment products and research

Proficiency in aligning investment solutions with partner firm's research

Bachelor's degree (MBA a plus)

Series 7 or Series 6 license required; series 63 preferred (if not, obtain within three months)

Experience within Financial Services

Demonstrates inclusive behaviors in support of a culture that values diverse perspectives

Is able to abide by the firm's hybrid work arrangement policy in New York City office (4 days in-office/1 day remote)

Preferred

Demonstrated excellence in customer service and client support, generally via telephone

Strong prioritization skills with the ability to plan and take initiative

Problem solving abilities; includes the appropriate people in the decision-making process

Excellent communication skills with the ability to work effectively with colleagues, financial advisors, and clients in writing and speaking

Strong interpersonal skills with the ability to build relationships easily

Detail oriented, meets deadlines and executes responsibilities with minimal errors

Proficient in Microsoft Office. Knowledge of Salesforce, data and analytics a plus

Treats others with respect and consideration

Must be able and willing to work in a team-oriented environment

Company

Cohen & Steers

Glassdoor3.8

Cohen & Steers is a global investment manager specializing in liquid real assets, including real estate securities, listed infrastructure, and natural resource equities, as well as preferred securities and other income solutions.

Founded in 1986

New York, New York, USA

201-500 employees