Vice President – Portfolio Specialist, National Accounts recruitment
The person will partner with the National Accounts Manager to present and meet with the research analysts and “gatekeepers” in the broker dealer and supermarket channels. The emphasis of the position will be on expanding research relationships with National Account clients.Major Responsibilities:Work closely with Portfolio Management and retail distribution to appropriately position the firm’s products with key distribution partnersMeet with internal investment and research staff on a regular basis to develop their knowledge of product strategiesOrchestrate product rollouts, marketing Read more […]
Portfolio Specialist – National Accounts recruitment
Portfolio Specialist will have frequent direct contact (both proactive and reactive) with the research analysts/gatekeepers, the National Accounts Managers acts as the primary contact for all research analysts. Key clients include (but are not limited to) firms such as Charles Schwab, Fidelity, Merrill Lynch, Morgan Stanley Smith Barney, Wells Fargo Advisors, UBS Financial Services and other top distribution partners.The emphasis of the position will be on expanding research relationships with National Account clients. Winning and retaining allocations is the joint responsibility of the National Read more […]