Job Description

We are seeking a highly motivated Internal Sales / Relationship Management Associate to support the firm’s distribution efforts and deepen relationships across our intermediary and institutional client base. This individual will partner closely with the sales and client services teams to drive asset growth, enhance client engagement, and deliver a best-in-class experience to consultants, financial advisors, RIAs, and institutional investors.

The ideal candidate will have 3–5 years of relevant experience within asset management or wealth management, strong capital markets knowledge, and a demonstrated ability to build and maintain productive client relationships.


ESSENTIAL DUTIES AND RESPONSIBILITIES  

  • Maintain existing relationships by providing SIMG updates and information to Institutional Consultants, RIA and other relationships on a regular basis.

  • Helps identify new business opportunities, upcoming product searches, and works closely wit...

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