Private Client Sales Professional, Southeast U.S.
Skills
- Relationship Building
- Investment Strategies
- Market Analysis
- Product Development
- Client Engagement
Responsibilities
- Pursue new client relationships and maintain current relationships with wire houses, RIAs, multifamily offices, and family offices.
- Explain the firm’s investment strategies, fund performance, and market outlook with technical proficiency.
- Identify areas of new client interest and develop potential product offerings.
- Collaborate on product development and marketing strategy with senior members.
Education
- Bachelor’s degree
Benefits
- Competitive salary
- Remote work flexibility
- Professional development opportunities
- Diversity and inclusion programs
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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