Series 7 & 63 Licensed Account Manager

A company is looking for an Account Manager, Investment Specialist who will drive product conversations and servicing discussions across a client segment of professional buyers.



Key Responsibilities

Advises clients on prioritized products and capabilities to help realize investment goals
Serves as the primary point of engagement with manager research and firm discretionary teams
Identifies near-term opportunities related to sponsor's investment options


Required Qualifications

5+ years in a business development role for an asset manager or equivalent experience
7+ years preferred experience with professional buyers
FINRA Series 7 & 63 (or combination of 63 & 65) required within 90 days of hire
Bachelor's degree; CFA or CAIA preferred
Significant knowledge of financial markets and investment disciplines