Associate, Investor Relations

Job DetailExperience Level Mid LevelDegree Type Bachelor of Science (BS)Employment Full TimeWorking Type HybridJob Reference 0000021998Salary Type AnnuallyIndustry Asset ManagementSelling Points Work in a collaborative environment with opportunities for professional growth. Gain exposure to investment management and intermediary distribution processes. Benefit from structured training and career advancement opportunities.Job DescriptionAssociate, Investor Relations OverviewThe Associate, Investor Relations will play a pivotal role in managing client onboarding and ongoing advisor support within a dynamic investment management firm.Collaborate across multiple departments to ensure seamless account setup and servicing for financial advisors and their clients.Provide proactive communication and solutions-oriented support to advisors, enhancing their confidence and satisfaction.Work in a fast-paced environment with opportunities for professional growth and development.Utilize CRM systems and investment analytics platforms to maintain accurate records and deliver high-quality service.Engage in a collaborative team environment, contributing to process improvements and workflow enhancements.Benefit from direct exposure to investment management and intermediary distribution processes.Participate in a structured training program to ensure success in the role.Associate, Investor Relations Key Responsibilities & DutiesManage end-to-end onboarding processes for separately managed accounts, ensuring accuracy and compliance.Coordinate account setup with custodians and internal teams, resolving any deficiencies proactively.Serve as the primary contact for advisor inquiries, providing timely and professional support.Collaborate with Sales, Relationship Management, and Trading teams to align on strategic initiatives.Maintain accurate records in CRM systems and ensure regulatory compliance in account management.Identify recurring service issues and recommend process improvements to enhance efficiency.Provide insights and context to advisors to support decision-making and client satisfaction.Contribute to the development of workflows and standard operating procedures for the team.Associate, Investor Relations Job RequirementsBachelor’s degree in a relevant field is required.2–6 years of experience in asset management, advisor services, or client onboarding.Familiarity with separately managed accounts and financial advisor platforms is preferred.Strong attention to detail and ability to manage multiple priorities simultaneously.Excellent written and verbal communication skills are essential.Experience with CRM systems and investment analytics platforms is advantageous.FINRA Series 7 and Series 63, 65, or 66 licenses are preferred or must be obtained within the first year.Demonstrated accountability, ownership, and follow-through in previous roles.