Private Client Sales Professional, Midwest U.S.
Skills
- Client relationship management
- Investment strategy communication
- Market analysis
- Collaboration
- Independent working
Responsibilities
- Pursue new client relationships and maintain current relationships with wire houses, RIAs, multifamily offices, and family offices in the Midwest United States.
- Explain the firm’s investment strategies, fund performance, and market outlook with a high degree of technical proficiency.
- Identify areas of new client interest, including potential product offerings to meet specific client portfolio needs.
- Collaborate with senior members of the Private Client Group and senior management on product development and overall marketing strategy.
Education
- Bachelor's degree
Benefits
- Competitive salary
- Remote work flexibility
- Professional development opportunities
- Comprehensive health benefits
Average salary estimate
If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.
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