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Business Development Associate - Military veterans preferred

2020-05-16
LJE (www.lje.com)
Finance/Accounting

/yr

  full-time   employee


Bridgewater
New Jersey
08807
United States

Oversee relationships with intermediaries such as custodians, transfer agencies, and wealth management platforms.
Develop a strong appreciation for the ways in which clients access company strategies including various pooled vehicles, SMA, UMA, and separate accounts.
Become proficient with initiatives directed at maintaining and growing the channel and remain cognizant of industry trends.
Develop fundamental knowledge of company's investment philosophy and process and be able to properly describe it to appropriate parties within the channel.
Take the lead on contract-related items specific to the mutual fund complex.
Achieve proficiency in sales reporting.
Engage, coordinate, and streamline the quarterly process with key partners' research teams including standard deliverables and new material creation.
Help coordinate and host client meetings, visits, and conference calls.
Travel as required to support firm and team initiatives.

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Perfect if you are searching for a job using your phone.

 

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