Manager, Client Services for Independent Investment Research & Advisory Firm in NC 
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Manager, Client Services

Independent Investment Research & Advisory Firm

in NC

Rapidly growing independent investment research & advisory firm has a need to add to their leadership team.  Qualified candidates will have 10+ years of experience in either the Institutional Retirement Plan space or the Wealth Management space with a minimum of a 3+ year track record of managing teams / associates. 

  • MUST have strong organizational and prioritization skills.
  • Superior knowledge of ERISA guidelines & regulations and/or wealth management.
  • Strong analytical thinker / problem-solver.
  • Exceptional leader and positive mentor.
  • ASPPA designations and/or FINRA licensing ideal (will sponsor).
  • Some travel may be required.
  • Will consider non-local candidates that have a desire to relocate (this is NOT a remote position).

How to Apply

Qualified candidates may submit resumes to

This ad has been viewed 533 times. It expires on 5/27/2018.

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