Director of Advisory Solutions

A company is looking for a Director Advisory Solutions & Client Engagement. Key Responsibilities Drive growth, retention, and success of institutional clients by delivering tailored advice solutions Partner with sales to support client acquisition and retention through proposal development and consultative engagements Lead client reviews and strategic conversations to ensure a high-touch client experience Required Qualifications and Education 8-12+ years of experience in institutional asset management or managed accounts Deep understanding of managed account structures and the institutional landscape Strong analytical skills to interpret data and derive insights Series 65 registration required within corporate-established timelines Bachelor's degree required; MBA, CIMA, CFA, or equivalent preferred

Apr 16, 2025 - 00:45

A company is looking for a Director Advisory Solutions & Client Engagement. Key Responsibilities Drive growth, retention, and success of institutional clients by delivering tailored advice solutions Partner with sales to support client acquisition and retention through proposal development and consultative engagements Lead client reviews and strategic conversations to ensure a high-touch client experience Required Qualifications and Education 8-12+ years of experience in institutional asset management or managed accounts Deep understanding of managed account structures and the institutional landscape Strong analytical skills to interpret data and derive insights Series 65 registration required within corporate-established timelines Bachelor's degree required; MBA, CIMA, CFA, or equivalent preferred