Client Analyst - Retirement

Support Business Development professionals and Relationship Managers in building and maintaining client partnerships with Retirement Clients, and drive internal process improvement and data insights to help grow sales.

Requirements

• 1-3 years asset management sales or marketing experience preferred
• Detail-oriented with strong organizational and follow up skills
• Ability to work independently and manage/prioritize multiple projects, coordinating with numerous internal groups
• Superior interpersonal, written and verbal communication skills
• Proficiency in Word, Excel, PowerPoint
• Familiarity with Salesforce or other CRM interfaces
• Familiarity with AI tools
• SIE, Series 7, and 66 licenses required within 6 months of employment

Benefits

• Paid time off
• Medical/dental/vision insurance
• Retirement
• Life insurance