Associate, Investor Relations Overview • The 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 & Duties • Manage 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 Requirements • Bachelor’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.