Team Operations Coordinators (Portfolio Strategy or Investor Advisory) Investment Management recruitment
These positions will organize, coordinate, and execute all team operations for a team of three Client Relationship Managers or Portfolio Strategists to ensure whatever the team touches shines. 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 presentations. Coordinators on the client facing teams will interface on a consistent basis Read more […]