Phyton Talent Advisors
Senior Client Development Analyst- Investment Management
Phyton Talent Advisors, San Francisco, California, United States, 94199
Overview Prominent Investment Management firm in Manhattan seeks a Client Development Analyst to source, qualify and bring on new clients. This role is located in San Francisco, CA, 4 days per week in office.
All candidates should make sure to read the following job description and information carefully before applying. Responsibilities
Lead Generation Prospect statement review (including balance sheets, estate maps, and performance reports) Analytics on ROI of current sales initiatives Industry event monitoring (M&A, IPO, liquidity events) with a focus on fundraising Enhancement of existing business development tools and sources Work directly with the firm\'s founders, executives, and clients Qualifications
1-4 years of experience at a major private wealth management/RIA firm with exposure to high net worth clients and large, complex portfolios Compensation Base pay range: $100,000.00/yr - $130,000.00/yr. Base salary up to $130k with great benefits and competitive bonus potential. Seniority level
Associate Employment type
Full-time Job function
Business Development, Finance, and Analyst Industries
Investment Management, Financial Services, and Investment Advice
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All candidates should make sure to read the following job description and information carefully before applying. Responsibilities
Lead Generation Prospect statement review (including balance sheets, estate maps, and performance reports) Analytics on ROI of current sales initiatives Industry event monitoring (M&A, IPO, liquidity events) with a focus on fundraising Enhancement of existing business development tools and sources Work directly with the firm\'s founders, executives, and clients Qualifications
1-4 years of experience at a major private wealth management/RIA firm with exposure to high net worth clients and large, complex portfolios Compensation Base pay range: $100,000.00/yr - $130,000.00/yr. Base salary up to $130k with great benefits and competitive bonus potential. Seniority level
Associate Employment type
Full-time Job function
Business Development, Finance, and Analyst Industries
Investment Management, Financial Services, and Investment Advice
#J-18808-Ljbffr