Description:

This position resides inside the Private Portfolio Group. The primary role is to build and maintain strong relationships with Financial Advisors, Investment Managers, and end clients across a broad range of investment products. The role also may include regular travel to market the investment products in various formats namely client meetings, branch meetings, seminars.
Have strong working knowledge of the financial markets and investment strategies.
Have good leadership skills, excellent project/process management and communication skills.
Must demonstrate strong organizational skills, have strong multi-tasking ability and an ability to learn and apply new skills quickly.
Be self-motivated, and have ability to actively lead and implement ideas in a cross-functional team environment.
Have strong interpersonal skills and be able to work effectively in a collaborative working environment.

Specifications / Qualifications:
BA/BS Degree with specialization in Business, Finance or Economics.
3 to 5 years experience working within an asset management oriented company.
Strong analytical and problem solving skills required.
Computer literacy with MS Office software required.
Possess a results driven attitude committed to producing a superior quality work.
NASD Series 7, 66(or 63, 65) preferred.

Travel - could vary from 25% -50%.

Profile:

Job Function Investment Management
Location New York, NY, US


Employee Status - Full-time

Education Level - Bachelor's Degree

Shift - Day Job

Employee Type - Regular

Exempt Status - Exempt

Travel - Yes, 25 % of the Time