Investment Management Representative

5 days ago

Los Angeles, California, United States International Search Consultants Full time
Job Title: Internal Wholesaler

Our client, a leading investment management firm, is seeking a highly motivated and experienced Internal Wholesaler to join their team. As a key member of the firm's relationship management team, you will play a critical role in building and maintaining strong relationships with high-net-worth individuals and trusts.

The successful candidate will be responsible for coordinating client meetings, preparing performance and holdings reports, and providing exceptional client service in all aspects of the client relationship. You will also be responsible for opening client accounts, administering all aspects of client accounts, and providing ongoing client access support.

Key Responsibilities:

  • Coordinate quarterly, semi-annual, annual, and ad hoc client meetings
  • Prepare performance and holdings reports
  • Administer all aspects of client accounts
  • Provide excellent client service in all aspects of the client relationship
  • Open client accounts and provide ongoing client access support
  • Support client account activity and client statement inquiries
  • Asset transfer and money movement
  • On-line access support
  • General client support
  • Account opening, maintenance, and documentation
  • Asset transfers and money movement
  • Reconcile cash and security movements as necessary
  • Subscription document completion
  • Drive mutual fund growth through expanding institutional and individual relationships
  • New business presentation preparation
  • Assist with business development events, including client seminars and networking events
  • Cultivate new business development leads through community engagement
  • Manage Salesforce records

Requirements:

  • 4-year degree from a recognized University
  • CFP preferred (or desire to obtain)
  • Series 7 & 66
  • Strong proficiency with Microsoft Office suite, especially Excel and PowerPoint
  • Experience with Addepar (desired, not required)
  • Experience with Schwab and Fidelity

We are looking for a highly motivated and experienced professional who is passionate about building strong relationships with clients and driving business growth. If you have a strong background in investment management and a proven track record of success, we encourage you to apply for this exciting opportunity.

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