Associate Client Advisor

The firm is hiring an Associate Client Advisor to support Client Advisors managing and servicing investment advisory relationships with discretionary (OCIO) and non-discretionary (consulting) institutional and private clients.

• Responding to client inquiries, providing updates, and building relationships.
• Managing the preparation for regular client Investment Committee (IC) meetings including preparing presentations, organizing materials, taking notes, and completing follow-up items/projects.
• Collaborating with the firm’s investment team to produce research and analysis for clients.
• Collaborating with the firm’s reporting team to design and produce performance reports that meet clients’ needs and specifications.
• Collaborating with the firm operations team to service clients (e.g., portfolio rebalancing).
• Identifying and resolving client issues and escalating complex problems when needed.
• Support prospecting/business development efforts for new institutional and private wealth clients in coordination with the Firm’s team of Advisors.
• Active use of the CRM tool to manage clients and prospects.

• Highly organized, proactive, and able to work within a team to marshal internal resources as needed for client assignments.
• Skilled at planning, organizing, prioritizing, and executing simultaneous projects and activities; proven ability to work under pressure and adapt quickly to change.
• Excellent communication, interpersonal, organizational, and critical thinking skills, plus attention to detail.
• Proficiency in MS Office and CRM software.
• Five to ten years of experience in the investment management business is preferred.
• Investment advisor license (Series 65 or 66) is preferred and would eventually be required of a candidate within one year of hiring.
• CFA designation or candidacy are a plus.

This position is based in our Hunt Valley, MD location and reports to our Co-Managing Partner, Director of Client Advisory. Moderate travel is expected.

We offer a competitive compensation and benefits package.