Investor Relations Associate

An Investment Management Firm is seeking an experienced professional to join their team as an Investor Relations Associate.

Responsibilities:

• Manage end-to-end onboarding of SMA accounts, from approval through funding and initial trade execution
• Coordinate account setup with custodians and internal stakeholders to ensure a seamless process
• Review account details, restrictions, and documentation for accuracy and completeness
• Identify and resolve “not in good order” items and custodian/platform-related issues proactively
• Maintain clear, timely communication with advisors throughout the onboarding lifecycle
• Serve as a primary point of contact for advisor inquiries and ongoing support needs
• Partner cross-functionally to address account-related requests and issues
• Own issue resolution from initiation through completion, ensuring a high level of service
• Escalate complex matters as needed while maintaining a solutions-oriented approach
• Ensure accurate and timely documentation within CRM systems
• Proactively anticipate advisor needs and communicate relevant updates and insights
• Follow through on requests to ensure full resolution and advisor satisfaction
• Provide meaningful context and perspective to support advisor decision-making
• Build and maintain strong advisor relationships through consistent, high-quality interactions

Qualifications:

• Bachelor’s degree required.
• 3–5+ years of experience in asset management, advisor service, or onboarding.
• Familiarity with separately managed accounts (SMAs), custodians, and advisor platforms preferred.
• Strong attention to detail with the ability to manage multiple priorities simultaneously.
• Clear, professional communication skills.
• High level of accountability, ownership, and follow-through.
• Experience with CRM systems and analytics platforms (e.g., Morningstar) is a plus.
• FINRA Series 7 and Series 63/65 or 66 licenses (or ability to obtain within the first year of employment).