Investment Relationship Manager
3 weeks ago
Whittier Advisors, LLC is a rapidly growing investment management firm headquartered in Newport Beach, California. As a key member of our team, you will play a vital role in building and maintaining strong relationships with our high-net-worth clients.
Job SummaryThe Investment Relationship Manager is responsible for providing exceptional client service, managing client relationships, and driving business growth. This role requires a highly motivated individual with excellent communication and interpersonal skills, as well as a strong attention to detail.
Key Responsibilities- Coordinate client meetings, prepare performance reports, and communicate portfolio positioning and investment outlook
- Administer client accounts, provide excellent client service, and support client account activity
- Drive mutual fund growth through expanding institutional and individual relationships, and assist with business development events
- Manage Salesforce records, cultivate new business development leads, and maintain a proactive approach to client service
- 4-year degree from a recognized University
- Series 7 & 66 strongly preferred (or desire to obtain)
- CFP preferred (or desire to obtain)
- Strong proficiency with Microsoft Office suite, especially Excel and PowerPoint
Whittier Advisors offers a comprehensive benefits package, including medical, dental, and vision coverage, 401(k), life insurance, paid time off, and a Wellness Program. Annual bonus, incentive pay, and/or equity may also apply depending upon the role.
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