Internal Sales & Relationship Associate – Asset Management

Stephens Inc.; Houston (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Houston is seeking an Internal Sales/Relationship Management Associate to support distribution efforts and manage client relationships. The ideal candidate will possess 3–5 years of experience in asset management, have strong understanding of capital markets, and the ability to build productive client connections. Responsibilities include maintaining client relationships, identifying new business opportunities, and ensuring client servicing needs are met. This is a full-time, on-site position.

Qualifications

• 3–5 years of experience in asset management or wealth management.
• Ability to prioritize and handle multiple tasks simultaneously.
• Self-motivated with the ability to work independently in a fast-paced environment.

Responsibilities

• Maintain existing relationships with Institutional Consultants.
• Identify new business opportunities with the sales team.
• Provide timely client reporting statements and fulfill requirements.

Skills

Understanding of capital markets

Excellent verbal and written communication

Organizational skills

Analytical skills

Problem solving

Education

Bachelor’s degree in Finance or related field

Tools

Microsoft Office Suite

Job description

A leading financial services firm in Houston is seeking an Internal Sales/Relationship Management Associate to support distribution efforts and manage client relationships. The ideal candidate will possess 3–5 years of experience in asset management, have strong understanding of capital markets, and the ability to build productive client connections. Responsibilities include maintaining client relationships, identifying new business opportunities, and ensuring client servicing needs are met. This is a full-time, on-site position.