Who You’ll Work With:

The RIA Associate’s primary function is to partner with the RIA Relationship managers to manage client support and service functions. You will partner with internal teams to complete client requests and manage projects that include RFP, product management, marketing, legal/compliance, operations, and data management.  The Associate and will act as the liaison between these business units and the rest of the RIA team.

What You’ll Do:

Leveraging Databases to build out prospect lists

Execute on prospect and client engagement campaigns

Manage client deliverables on both a repeating and ad hoc basis – performance, sales, AUM, competitive analysis, etc.

Maintain client information, contacts and updates within the CRM

Prepare for partner firm meetings and conferences – book speakers, confirm and prepare attendees, etc.

What We’re Looking For:

The ideal candidate should have:

A BS or BA; preferably with a background in economics, finance, or business administration

2-3 years of industry experience

Strong written and verbal communication skills

Highly organized and detail oriented

Strong project management skills with the ability to see things through from beginning to completion

Ability to multi-task and manage to tight deadlines

Demonstrate initiative and the ability to work well under pressure 

Strong problem solving and analytical skills 

Ability to work independently and cooperatively in a team setting

Proficient in Microsoft office suite - Outlook, Word, OneNote, Excel and PowerPoint

Expertise in advanced Excel skills is a plus

Series 7 and 66 licenses required

Who We Are:

We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. 

Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!