Our client, a leading private equity firm in Midtown, is looking to add an Associate to their Client Services team. This person will focus on relationship development/management within the private wealth channel.
Requirements:
- Bachelor's degree
- 7 & 63 licensed
- Ability to build new relationships and establish trust with prospective clients
Responsibilities:
- Partner with regional sales leaders and regional internal alternatives investment specialists
- Maintain a high level of contact with clients and prospects, and act as a subject matter expert
- Cultivate relationships with financial advisors through cold calls, emails and follow-ups as well as limited in-person territory meetings
This role will be hybrid (4 days per week in their Midtown office).
