Relationship Management Associate - Stamford

Only for registered members Stamford, United States

5 days ago

Default job background
$80,000 - $90,000 (USD)
+Job summary
O'Shaughnessy Asset Management is owned by Franklin Templeton.
+Responsibilities
  • Collaborate with Director and Specialist to manage business development pipeline of advisor prospects.
  • Play a key role in all aspects of onboarding and servicing new RIA clients including model building, tax transition, platform training, and account level analytical work.

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