What are the responsibilities and job description for the Private Account Manager position at Fanning Personnel?
Seeking a Private Account Manager to join a Boston-based asset management firm's separately managed account business. In supporting the sales team, you will prospect clients, onboard, and provide them with ongoing high-touch advisor experience. This highly motivated individual will assist in growing the separately manage accounts business. This role can be in office or fully remote!
Do you have the following skills, experience and drive to succeed in this role Find out below.
Position Responsibilities :
- Act as point contact for all operational and support of the firm's separately managed accounts business
- Build and develop ongoing relationships with individuals in collaboration with the sales teams
- Oversee and maintain the client experience by running proposals, onboarding, and facilitating client contracts for a variety of investment offerings
- Collaborate with internal stakeholders to improve production and efficiency
- Leverage new solutions, solve operational challenges, and provide an exceptional high touch experience
Qualifications :
Position Qualifications :
Required Years of Experience :
Additional Info :
For more information contact : Lindsay Flynn (617)728-4100 | lindsay@fanning-boston.com
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