What are the responsibilities and job description for the Senior Client Development Analyst- Investment Management position at Phyton Talent Advisors?
Prominent Investment Management frim 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.
Responsibilities include
-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
This is a multi-faceted, high exposure role, working directly with the firm's founders, executives, and clients.
Qualified candidates should have 1-4 years of experience at a major private wealth management/RIA firm with exposure to high net worth clients and large, complex portfolios.
Base salary up to 130k with great benefits and competitive bonus potential.
Salary : $110,000 - $130,000
