Fanning Personnel
Private Account Manager
Fanning Personnel, Boston, Massachusetts, us, 02298
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 managed 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 businessBuild and develop ongoing relationships with individuals in collaboration with the sales teamsOversee and maintain the client experience by running proposals, onboarding, and facilitating client contracts for a variety of investment offeringsCollaborate with internal stakeholders to improve production and efficiencyLeverage new solutions, solve operational challenges, and provide an exceptional high touch experience
Position Qualifications:Bachelor's Degree with 5-7 years of related financial service experienceMBA and/or CFA a plusFINRA Series 7 & 63 requiredEffective communicator focusing on building and developing internal and external relationshipsKnowledge of Separately Managed Accounts technology and operationsStrong analytical skillsExcellent time management and ability to prioritize in a deadline driven environment
Required Years of Experience: 5For more information contact: Lindsay Flynn (617)728-4100 | lindsay@fanning-boston.com
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Position Responsibilities:Act as point contact for all operational and support of the firm's separately managed accounts businessBuild and develop ongoing relationships with individuals in collaboration with the sales teamsOversee and maintain the client experience by running proposals, onboarding, and facilitating client contracts for a variety of investment offeringsCollaborate with internal stakeholders to improve production and efficiencyLeverage new solutions, solve operational challenges, and provide an exceptional high touch experience
Position Qualifications:Bachelor's Degree with 5-7 years of related financial service experienceMBA and/or CFA a plusFINRA Series 7 & 63 requiredEffective communicator focusing on building and developing internal and external relationshipsKnowledge of Separately Managed Accounts technology and operationsStrong analytical skillsExcellent time management and ability to prioritize in a deadline driven environment
Required Years of Experience: 5For more information contact: Lindsay Flynn (617)728-4100 | lindsay@fanning-boston.com
#J-18808-Ljbffr