Oversee relationships with intermediaries such as custodians, transfer agencies, and wealth management platforms.
Develop a strong appreciation for the ways in which clients access company’s strategies including various pooled vehicles, SMA, UMA, and separate accounts.
Become proficient with initiatives directed at maintaining and growing the channel and remain cognizant of industry trends.
Develop fundamental knowledge of company’s investment philosophy and process and be able to properly describe it to appropriate parties within the channel.
Take the lead on contract-related items specific to the mutual fund complex.
Achieve proficiency in sales reporting.
Engage, coordinate, and streamline the quarterly process with key partners’ research teams including standard deliverables and new material creation.
Help coordinate and host client meetings, visits, and conference calls.
Travel as required to support firm and team initiatives.
Up to five years of experience in the asset management industry
Bachelor’s degree in Economics, Finance, or Marketing
Series 7 and 63; Preference for candidates who possess or are pursuing the CFA designation
Demonstrated analytical and problem-solving skills
Proven ability to communicate and present effectively
Familiarity with Salesforce preferred