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Consulting Services Associate

Investment Management
Thanks for your interest in the Consulting Services Associate position. Unfortunately this position has been closed but you can search our 268 open jobs by clicking here.


Required Skills:

  • Bachelor's degree
Preferred Skills:

  • Preferably at least 1 year of sales, marketing or administrative experience 
  • Financial services experience is preferred
  • Familiar with investment strategies and concepts.
  • Ability of attention to detail with regulatory requirements
  • Ability to meet deadlines and strong organizational skills
  • Understanding of expense reporting
  • Ability to work both independently and collaboratively
  • Ability to interact and collaborate with outside sales representative, inside sales representative and product teams
  • Self-motivated, with a well-developed ability to define assignments into organized project plans
  • Able to coordinate diverse groups and individual sales team agenda; strong skills as relationship manager

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We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

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