Asset Management - Client Advisor - RIA Channel, Chicago
On-site · Chicago, Illinois, United States
Job Summary
Asset Management Client Advisor in the Institutional Advisor Channel responsible for leading an Integrated Client Team to deliver investment solutions (ETFs, mutual funds, separately managed accounts, and alternatives) to institutional clients (RIAs, private banks, trust companies, and multi-family offices) across Northern Illinois, Northern Indiana, and Southern Wisconsin. Build lasting client relationships, act as a trusted solutions provider, and collaborate with internal partners to drive success. Deliver consultative investment guidance, communicate market views and portfolio insights, organize client meetings and events, and travel within the territory to service and grow accounts. Requires Series 7 and 63 licenses, a bachelor’s degree, and strong relationship-management and communication skills.
Required Qualifications
- Bachelor’s degree required
- Series 7 license
- Series 63 license
- Proven experience in client relationship management, preferably in an institutional or advisory setting
- Strong communication, presentation, and interpersonal skills
- Demonstrated ability to work collaboratively within a team structure
- Willingness to travel weekly within the assigned territory
- Consultative mindset with a focus on delivering client-centric solutions
- Commitment to firm’s values and excellence
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