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Client Analytics & Relationship Analyst
Job in
Saint Paul, Ramsey County, Minnesota, 55199, USA
Listed on 2026-01-10
Listing for:
SkyWater Search Partners
Full Time
position Listed on 2026-01-10
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
Overview
We are working with a local private $12B+ firm to help build out their Intermediary Distribution team.
Role OverviewThis person will play a critical role as a liaison between the firm and its relationships with financial advisors, banks, consultants and external professionals working alongside the VP of Investor Relations. This role will have a heavy focus on financial data and analytics to enhance service.
ProductsProducts include Mutual Funds, ETFs, Private Funds and Separately Managed Accounts.
Responsibilities- Create client service plans.
- Provide support and marketing materials.
- Answer questions and plan seminars.
- Investment knowledge and strong Salesforce experience desired.
- FINRA Series 7 & 63 or ability to obtain strongly desired.
Hybrid with great culture and benefits.
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