Team Coordinators (Portfolio Strategy, Investor Advisory – client planning) Investment Management recruitment
These positions will organize, coordinate, and execute all team operations for a small team of client facing professionals to ensure whatever the team touches shines. This position will have a direct investor interface and will be responsible for ensuring the investor is well taken care of. These positions will:Ensure understanding of the key goals of the team to oversee and execute operations excellently. Gain understanding of each client meeting to understand the purpose and goals of the meeting, work with multiple company groups to gather required information, and create unique and impactful Read more […]
August 20, 2012
• Tags: Asset Management careers in the USA, client planning) Investment Management recruitment, Investor Advisory, Team Coordinators (Portfolio Strategy • Posted in: Financial • Comments Off on Team Coordinators (Portfolio Strategy, Investor Advisory – client planning) Investment Management recruitment