Job Title: Senior Wealth Management Associate
Department: Wealth Management (Internal Sales)
Reports To: Vice President, Manager, Internal Sales
FLSA Code: Exempt
Estimated Salary: $80,000 - $85,000
Job Summary:
Provides service to financial advisors in the wirehouse, regional broker-deal, IDB, RIA, bank trust and multifamily office channels throughout the country working in partnership with Regional Managers to maintain and cultivate relationships. Primary responsibilities are providing support to Regional Managers in the development of new business, maintenance of existing relationships, responding to requests and resolving account issues and inquiries from financial advisors regarding mutual funds, separately managed accounts, Closed End Funds, and CITs. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.
Major Responsibilities/Activities:
- Grows sales and activity within assigned territory by contacting financial advisors regularly and managing the sales process.
- Supports Regional Managers in developing new business and servicing existing relationships. Follows up with financial consultants who establish new business and continually educates them on current products and upcoming new products.
- Maintain and record all activities into within CRM, Salesforce.
- Utilize data and technology to identify specific markets, firms and financial advisors to increase penetration and overall market share.
- Ability to converse knowledgeably with financial advisors and other key personnel about investment solutions and current economic and market conditions.
- Provides superior service and support to financial advisors by responding to requests and resolving account issues.
- Respond to daily telephone inquiries on performance and position of funds and managed accounts.
- Cultivates and maintains relationships with select group of focus advisors “Emerging Advisors”. Builds relationships with these advisors who are often located in areas of the country that are less traveled to by the Regional Managers.
Minimum Requirements:
- Proven track record of consistently exceeding annual territory sales goals and ranking in top quartile of annual territory sales rankings.
- Proven track record of developing deep relationships with clients and Emerging Advisors to raise assets.
- Experience selling or marketing investment products required
- Minimum 1 year of similar experience.
- Consistently exceeds the goal set for quality contacts.
- Shows consistent sales leadership in new products as they are launched and maintains a diversified business mix.
- Mastery of investment products and research.
- Proficiency in aligning investment solutions with partner firm’s research.
- Bachelor’s degree (MBA a plus).
- Series 7 license preferred; if Series 6, obtain Series 7 within three months.
- Five years’ experience within Financial Services.
- Demonstrates inclusive behaviors in support of a culture that values diverse perspectives.
Beneficial Skills and Abilities:
- Demonstrated excellence in customer service and client support, generally via telephone.
- Strong prioritization skills with the ability to plan and take initiative.
- Problem solving abilities; includes the appropriate people in the decision-making process.
- Excellent communication skills with the ability to work effectively with colleagues, financial advisors, and clients in writing and speaking.
- Strong interpersonal skills with the ability to build relationships easily.
- Detail oriented, meets deadlines and executes responsibilities with minimal errors.
- Proficient in Microsoft Office. Knowledge of Salesforce, data and analytics a plus.
- Treats others with respect and consideration.
- Must be able and willing to work in a team-oriented environment.
Working Conditions:
- Majority of time is spent in NYC Office - Hours of Operation 8:30am - 5:30pm
- Some travel is required.
Note: This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. The job title or duties and responsibilities may be changed by the Company at any time.
