Job Summary

• The Senior Account Manager, Investment Specialist drives traditional & alternative product conversations, placements, discretionary allocations, and servicing discussions across a broad client segment of professional buyers.
• This job seeks out co-product build opportunities working with sponsor firm and the organization's global product management team.
• The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates.

Matching Summary

Salary

Base: $135,000/yr - $228,700/yr; Bonus/Equity: Participation in an incentive program linked to performance; Benefits: Comprehensive Total Rewards package

Skills & Requirements

Key Requirements

• 5+ Years Required; 7+ Years Preferred
• Series 7; Series 63
• Bachelor’s degree; business or finance major preferred
• At least 10 years of industry experience preferred
• FINRA Series 7/66 required within 6 months of employment

Work Rights