FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
About the role
Key responsibilities & impact- Serve as the key point of contact to institutional clients in Florida & the Southeast
- Lead and strengthen client engagements
- Establish and maintain client interface with CFOs, Finance Directors, and Investment Committees
- Provide capital market and economic updates, performance reviews, advice of cash flow analysis, investment policy documentation, and investment strategy development
- Work closely with client service and portfolio management teams to retain and grow existing assets
- Lead on managing the client review process
- Coordinate information flow between staff, clients, and USBAM project and product managers on a regular basis
- Coordinate preparation of client reports and other written communications
- Present reports and other materials to clients at meetings
- Analyze various options to come up with optimal investment solutions for clients
- Oversee and present investment analyses including performance, cash flow, and security analysis
- Create innovative ways of educating clients and prospects on current market events and investment opportunities
- Present and discuss thought leadership
- Inform and educate clients about USBAM products and services
- Support other sales, marketing, and service activities as appropriate
Requirements
What you’ll need- Typically a bachelor's degree or equivalent experience
- Experience in portfolio management, sales, marketing, or relationship management with institutional clients (Business to Business environment)
- Must be FINRA series 6 or 7, 63 licensed or complete 6 or 7, 63 testing within 120 days of start date
- Typically has 10 or more years of experience
Benefits
Comp & perks- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
portfolio managementcash flow analysisinvestment strategy developmentinvestment policy documentationperformance reviewsinvestment analysessecurity analysis
Soft Skills
client engagementcommunicationleadershiprelationship managementpresentation skillsanalytical skillseducational skills
Certifications
FINRA series 6FINRA series 7FINRA series 63