Institutional Consulting Associate, Graystone *

POSITION SUMMARYThe Institutional Consulting Associate on the Graystone Team is often the first point of contact with clients on a broad array of services. Under the direction of the Financial Advisor, this industry professional combines client relationship management skills with marketing skills and product knowledge to cultivate longstanding relationships with clients. The Institutional Consulting Associate partners with team members to address the specific needs and service issues of clients to provide a consistent and positive experience.DUTIES and RESPONSIBILITIES:Business DevelopmentIndependently improves and streamlines the service model and operational procedures for the team.Conducts quarterly/annual business performance reviews in conjunction with the Financial Advisor / Private Wealth Advisor.Develops customized presentation materials to attract new institutional clients.Collaborates with the Financial Advisor / Private Wealth Advisor in developing overall business plans and marketing strategies by independently targeting prospective institutional clients.Independently develops, implements, and communicates new procedures and products for institutional clients.Coordinates enrollment campaigns/meetings for institutional investors.Delegates work to the team's Client Service Associate, as appropriate.Identifies practice management opportunities through various firm channels.Provides support on products and services.Client SupportEstablishes and cultivates relationships with new institutional clients and proactively helps to resolve issues and concerns.Initiates, organizes, promotes, and sets up seminars, including material preparation for clients and prospects on behalf of the Financial Advisor / Private Wealth Advisor.Attends seminars or client meetings with Financial Advisor / Private Wealth Advisor and coordinates the distribution of marketing presentations to clients.Coordinates resolution of complex issues/concerns received from the institutional client with input from senior team members.Independently assists institutional clients with market and stock research.EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:Education and/or Experience5+ years of experience in a field relevant to the position required.Four-year college degree or professional certification preferred.Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).Additional product licenses may be required.Knowledge/SkillsEnjoys working with people and receives great satisfaction solving problems.Effective written and verbal communication skills.Knowledge of financial industry and investment products preferred.Knowledge of applicable compliance rules, regulations, and firm policies.Strong computer skills, including knowledge of Microsoft Office (Word, Excel, and PowerPoint).Detail-oriented with superior organizational skills and ability to prioritize tasks.Able to work independently and effectively on a team.Ability and interest in working in a fast-paced, evolving environment.Reports to:Business Service Manager.

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