Asset Management - Regional Client Advisor, Institutional Advisor (IA) Channel, Vice President

What you’d do

Serve as a Regional Client Advisor in an Integrated Team covering two territories, working with Registered Investment Advisors, Bank & Trust, and Family Office clients to grow assets under management through mutual funds, ETFs, managed accounts, and alternative investments. Found on the employer's careers page on Oct 22, 2026. Apply through the link.

You’ll need

• Experience with Registered Investment Advisors, Bank & Trust, or Family Office clients
• Consultative sales approach
• Team collaboration skills
• Ability to build and maintain client trust