Our client is a rapidly growing investment management firm headquartered in Newport Beach, CA. The Firm manages over $1 billion in AUM and is a part of a larger Multi Family Office with over $24 billion in AUM. They provide investment management services to private clients and manage three fixed-income funds. The firm also offers discretionary investment management services to high net-worth individuals and trusts along with discretionary fixed-income investment management to their Trust company.
The Internal Wholesaler/Relationship Manager is integral to the client experience and overall relationship management. This position requires a highly motivated person who will work directly with high-net-worth individuals and will represent the face of the firm for most client inquiries and interactions. This individual will work closely with the firm’s portfolio management team, be responsible for the daily operations of client relationships, and will utilize their strong interpersonal communication and high attention to detail skillsets to successfully manage and grow the business. The Internal Wholesaler will assist in the firm’s growth through individual and company-sponsored business development activities and through superior, ongoing customer service.
ESSENTIAL FUNCTIONS
Client Service
Client Account Support
Account Management
Business Development
DESIRED CANDIDATE
EDUCATION & SKILLS