Role OverviewSupport the IWG channel within Global Wealth Management Solutions, working closely with external sales partners to drive marketing and fundraising outcomes within assigned region/territory. The role encompasses a broad spectrum of marketing and investor relations responsibilities.
What You Will Do
Support field sales professionals, contribute to fundraising goals, develop strong knowledge of private wealth landscape, facilitate informational requests, provide updates on industry insights, and use Salesforce to obtain meeting details and organize relevant information.
Why It Might Be a Fit
Must have 4 years' minimum experience in financial services industry, prior experience working with bank platforms, RIAs or private wealth clients, and working knowledge of CRM, preferably Salesforce.
Requirements
- Bachelor's degree
- 4 years' minimum experience in financial services industry
- Prior experience working with bank platforms, RIAs or private wealth clients
- Working knowledge of CRM, preferably Salesforce
- Strong organization skills
- Ability to communicate effectively both verbally and in written form
- Discretion and ability to handle confidential, sensitive information
- Advanced knowledge of Microsoft Office applications/functions
Benefits
- Discretionary annual bonus based on personal, team, and Firm performance
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