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CohensteersWealth Management

Senior Associate, Internal Advisor Consultant

New Yorkonsitesenior$80K – $84K

via Greenhouse

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About this role

Job Title: Senior Associate, Internal Advisor Consultant Department: Wealth Management Reports To: Vice President, Manager, Internal Sales FLSA Code: Exempt Estimated Salary: $80,000 - $84,000 Job Summary: Provides service to financial advisors in the wirehouse, regional broker-deal, IDB, RIA, bank trust and multifamily office channels throughout the country working in partnership with Regional Consultants to maintain and cultivate relationships. Primary responsibilities are providing support to Regional Consultants in the development of new business, maintenance of existing relationships, responding to requests and resolving account issues and inquiries from financial advisors regarding mutual funds, separately managed accounts, Closed End Funds, private vehicles, and CITs.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: less, segment, workday

2

Level fit

This role is senior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in New York. We weight your proximity and willingness to relocate.

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Skills in this role

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lesssegmentworkday

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