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Relationship Analyst

Company: Fanning Personnel
Location: Boston
Posted on: March 21, 2023

Job Description:

  • Proactively represent firm in the pursuit of increasing platform placement, recommended list additions and model placements at accounts.
  • Build and maintain strategic relationships with research due diligence/gatekeepers for mutual funds, separate accounts, and other platforms at assigned firms.
  • Develop and implement business plans for assigned accounts resulting in fund additions, recommendations and model placements.
  • Obtain and disseminate research and analytical intelligence to field sales resulting in improved sales execution.
  • Create and implement innovative product solutions for assigned firms.
  • Continually work to service and improve product placement and visibility at assigned accounts.
  • Manage affiliate relationships on behalf of assigned accounts. Qualifications :
    • Five years of successful key account / wholesaling experience within a mutual fund / separate account environment
    • Bachelor's Degree or equivalent work experience; MBA, CIMA, CFA, strongly preferred
    • Series 7 and 63 licenses (or equivalent) required
    • In-depth knowledge of retail mutual funds products, separate account marketplace and investment industry in general.
    • Strong sales abilities evidenced by a track record of increasing new business at both existing, and developing relationships
    • Self-starter who can effectively operate in team-oriented and collaborative organization.
    • Exceptional interpersonal and presentation skills to engage at all levels within an organization, both internally and externally.
    • Adaptive to changes in business focus and willingness to assume new duties to further firm initiatives
    • Travel up to 25%
    • Knowledge of compliance issues and distribution contracts a plus Required Years of Experience : 5 Additional Info : For more information contact: Lynn Tyburski (617)728-4100 -

Keywords: Fanning Personnel, Boston , Relationship Analyst, Professions , Boston, Massachusetts

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