2+ years experience in asset management or sales support
Finra series 7 and 63 registrations required
This role serves as a foundational development position within the Private Markets distribution team, supporting senior National Account Managers across wealth management channels
Job Summary
This role serves as a foundational development position within the Private Markets distribution team, supporting senior National Account Managers across wealth management channels.
Employees are eligible for an annual discretionary bonus, a 401(k) plan with an 85% company match, and comprehensive healthcare benefits including onsite fitness centers at certain locations.
The position offers a hybrid work schedule based in St Petersburg, FL, Boston, Baltimore, or Stamford, combining in-office collaboration with remote flexibility.
Matching Summary
This role serves as a foundational development position within the Private Markets distribution team, supporting senior National Account Managers across wealth management channels.
Salary
Base: $100,000 - $115,000; Bonus: Annual discretionary bonus; Benefits: 401(k) match up to IRS limits, healthcare, PTO
Skills & Requirements
Must-have
Bachelor's degree in Finance or related field
2+ years experience in asset management or sales support