Senior Wealth Management Relationship Architect

Cohen & Steers; New York (NY); Hybrid; USD 80,000 - 84,000; Full time

Job summary

Cohen & Steers, based in New York, seeks a Senior Associate, Internal Advisor Consultant to support financial advisors nationwide. You will partner with Regional Consultants to grow assets, respond to inquiries, and help with new business development across mutual funds, SMAs, Closed End Funds, private vehicles, and CITs.

The role requires 2–3 years' experience in financial services, Series 7 or 6, and a bachelor’s degree; MBA a plus.

Qualifications

• 2–3 years of similar experience.
• Experience selling or marketing investment products.
• Bachelor’s degree (MBA a plus).
• Series 7 or Series 6 license required; Series 63 preferred.
• Experience within Financial Services.

Responsibilities

• Grow sales by contacting financial advisors and managing the sales process.
• Support Regional Consultants in developing new business and servicing existing relationships.
• Maintain CRM, Salesforce, and record all activities.
• Utilize data to identify markets, firms and financial advisors to increase market share.
• Converse knowledgeably with financial advisors about investment solutions and market conditions.
• Provide superior service by responding to requests and resolving account issues.
• Respond to daily inquiries on performance and position of funds and managed accounts.
• Cultivate relationships with Silver Segment Advisors.

Skills

Sales goals

Relationship building

Investment products

CRM Salesforce

Financial services

Education

Bachelor's degree

Tools

Salesforce

Job description

Cohen & Steers, based in New York, seeks a Senior Associate, Internal Advisor Consultant to support financial advisors nationwide. You will partner with Regional Consultants to grow assets, respond to inquiries, and help with new business development across mutual funds, SMAs, Closed End Funds, private vehicles, and CITs.

The role requires 2–3 years' experience in financial services, Series 7 or 6, and a bachelor’s degree; MBA a plus.