Walter Scott Client Investment Manager
| Company | BNY |
|---|---|
| Location | Boston, MA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior |
Requirements
- at least 5 years of relevant industry experience
- FINRA SIE, Series 7, and Series 63 preferred, or will need to be obtained within a year of joining
- Proficient with industry-standard software inc. Microsoft Office, salesforce, etc.
Responsibilities
- retain and develop existing client relationships by providing exceptional client service
- help to initiate new client relationships by effectively identifying, prioritising, and developing prospective clients
- develop relationships with Research and Field Consultants to support Client Service and BD outcomes
- extensive travel – mainly within the US
Preferred Qualifications
- A detailed understanding of – and affinity for – Walter Scott’s distinct culture and investment approach
- Excellent communication skills, including ability to distill and relay complex information, compellingly
- Evidence of strong relationships and networks
- Strong motivation to self-start, manage and be accountable for new projects independently whilst also demonstrating a collaborative approach, and evidence of excelling in team-centric environments
- A strong desire to contribute to the long-term success of our clients