What are the responsibilities and job description for the Senior Client Development Analyst or Associate- Investment Management position at Phyton Talent Advisors?
Prominent Investment Management frim seeks to add to their Client Development team at the senior analyst and associate levels. This individual will 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 2-6 years of experience at a major private wealth management/RIA firm with exposure to high net worth clients and large, complex portfolios or a background in trading or investment banking.
Base salary up to 160k with great benefits and competitive bonus potential.