Wednesday, November 21, 2012

Sr Mgr, Inside Distribution, Windhaven Invst Mgt - Boston

Sr. Manager, Inside Distribution, Windhaven Investment Management - Boston
Windhaven is a wholly owned subsidiary of Charles Schwab and is located in Boston, MA

Organizational Objective/Purpose: Windhaven is an RIA serving high net worth individuals, trusts, retirement plans, foundations and endowments.

Brief Description of Role: The Senior Manager will provide marketing and sales support for Senior Investment Professionals who work directly with Branch Financial and Private Client Portfolio Consultants and their clients.

Technical/Functional Qualifications:
     * Bachelor's degree
     * Advanced degree or CFA, CFP designation highly preferred.
     * 8+ years of financial services experience.
     * Comprehensive understanding of investment products, capital
       markets and economy.
     * Passion for service and finance with strong client-focus
     * Excellent analytical skills and attention to details
     * Positive attitude, enthusiasm, professionalism and strong ethics
     * Collaborative and relational work style
     * Excellent communication and interpersonal skills

Sound Interesting? Click here to find submission information about this job.

No comments: