A leading credit firm is seeking an Investor Relations Senior Associate to join their Private Client Division.
Key Responsibilities:
- Work closely with the fundraising team in the private wealth channel, with a focus on RIAs and HNW individuals
- Support the sales team with business development, prospecting, and identifying new clients
- Inbox monitoring, CRM management, client meeting coordination, and production of presentation materials
- Developing strong product knowledge to service relationships with new and existing clients
Key Qualifications:
- 3+ years of experience in a buy-side sales support role
- Experience with RIAs and HNW individuals
- Series 7 and Series 63
