Asset Management - 529 Plan Relationship Manager & Investment Specialist , Vice President
On-site · New York City, New York, United States
New York City, New York, United StatesOn-siteFull TimeSenior LevelBachelors DegreeInvestment BankingEnterprise
Type
Full Time
Level
Senior Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking
Job Summary
Asset Management - 529 Plan Relationship Manager & Investment Specialist, Vice President. Develop national sales strategy for Education Savings, manage state partner relationships, coordinate with Sales/Marketing/Investments, lead presentations, due diligence, product updates, and thought leadership content; requires Bachelor's in Finance, 10+ years asset management sales, knowledge of 529 rules, strong presentation, writing, analytical skills, Series 7 and 63.
Required Qualifications
- Bachelor’s Degree in Finance or similar
- 10+ years of asset management industry sales experience with proven sales success including strategy, execution and track record
- Knowledge of 529 structures, rules and regulations
- Demonstrated success and track record of developing and executing sales strategies that drive consistent results
- Ability to lead institutional relationships and support 529 business across investments, client service, marketing and operations
- Ability to negotiate with distribution partner firms, state partners and recordkeeper
- Strong presentation and public speaking skills
- Strong writing and analytical skills
- Proficiency in Microsoft Office Suite
- Series 7 and 63 licensed
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