Confidential Careers · 1 month ago
Senior Wealth Management Associate Alternative Investments
NYC Metro Area
Full-time
Hybrid
Mid, Senior Level
$80K/yr - $84K/yr
3+ years expConfidential Careers is a leading global alternatives asset management firm, and they are seeking a Senior Wealth Management Associate to support their expanding wealth management team. The role focuses on providing service to financial advisors and maintaining relationships while supporting Regional Managers in business development and servicing existing accounts.
Human ResourcesRecruiting
Responsibilities
Grows sales and activity within assigned territory by contacting financial advisors regularly and managing the sales process
Supports Regional Managers 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 "Emerging Advisors". Builds relationships with these advisors who are often located in areas of the country that are less traveled to by the Regional Managers
Qualification
Required
SERIES 7 LICENSE REQUIRED FOR THIS POSITION
Proven track record of consistently exceeding annual sales goals
Proven track record of developing deep relationships with clients
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 license Required
Three years' experience within Financial Services
Demonstrates inclusive behaviors in support of a culture that values diverse perspectives
Preferred
Experience selling or marketing investment products required
Experience with private real assets a plus
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
Confidential Careers
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2-10 employees
Funding
Current Stage
Early StageLeadership Team
E
Edwin Xiao
Chief Revenue Officer
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