Senior Wealth Management Relationship Architect
cohen steersNew York, NY
Senior Wealth Management Relationship Architect
cohen steersNew York, NY
yesterday
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities IntermediationAbout the role
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.
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JOB OVERVIEW
Experience level
Senior
Location
New York, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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