SkyWater Search Partners
Client Analytics & Relationship Analyst
SkyWater Search Partners, Saint Paul, Minnesota, United States, 55199
Overview
We are working with a local private $12B+ firm to help build out their Intermediary Distribution team. Role Overview
This person will play a critical role as a liaison between the firm and its relationships with financial advisors, banks, consultants and external professionals working alongside the VP of Investor Relations. This role will have a heavy focus on financial data and analytics to enhance service. Products
Products include Mutual Funds, ETFs, Private Funds and Separately Managed Accounts. Responsibilities
Create client service plans. Provide support and marketing materials. Answer questions and plan seminars. Qualifications & Requirements
Investment knowledge and strong Salesforce experience desired. FINRA Series 7 & 63 or ability to obtain strongly desired. Benefits
Hybrid with great culture and benefits.
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We are working with a local private $12B+ firm to help build out their Intermediary Distribution team. Role Overview
This person will play a critical role as a liaison between the firm and its relationships with financial advisors, banks, consultants and external professionals working alongside the VP of Investor Relations. This role will have a heavy focus on financial data and analytics to enhance service. Products
Products include Mutual Funds, ETFs, Private Funds and Separately Managed Accounts. Responsibilities
Create client service plans. Provide support and marketing materials. Answer questions and plan seminars. Qualifications & Requirements
Investment knowledge and strong Salesforce experience desired. FINRA Series 7 & 63 or ability to obtain strongly desired. Benefits
Hybrid with great culture and benefits.
#J-18808-Ljbffr