Private Client Group, Investment Sales

Abacus Group, LLC; Chicago (IL); Remote; USD 150,000 - 300,000; Full time

Job summary

A leading financial services firm is seeking a Private Client Group Investment Sales specialist to join their Chicago office remotely. The role involves building and maintaining client relationships, explaining investment strategies, and collaborating on product development. Candidates should have a strong background in private wealth alternatives and a passion for the market.

Qualifications

• 5+ years in private wealth alternatives.
• Proven track record of prospecting investors.
• Series 3 and NFA swaps proficiency required.

Responsibilities

• Build new and maintain existing client relationships.
• Explain investment strategies and market outlook.
• Identify new client interests and product offerings.

Skills

Interpersonal skills

Market awareness

Client relationship management

Investment strategy explanation

Job description

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This range is provided by Abacus Group, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$150,000.00/yr - $300,000.00/yr

Our client is a financial services firm. They seek a Private Client Group, Investment Sales to remotely join their Chicago, IL office.

Responsibilities

• Pursue new client relationships and maintain current client relationships
• Explain the firm’s investment strategies, fund performance, and market outlook
• Identify areas of new client interest, including potential product offerings
• Work with senior management on product development and overall marketing strategy

Requirements

• 5+ years in the private wealth alternatives space
• Proven track record of prospecting investors and raising assets
• Strong interpersonal skills and able to maintain client relationships
• Able to explain complex strategies to a broad audience
• Passion for markets, particularly macro strategies
• Series 3 and NFA swaps proficiency required

JobID: 47263

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

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