Private Account Manager

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 |

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