About the Role
Our client is seeking a highly motivated Hybrid Investment Specialist to join the growing RIA & Family Office team. This person will work in tandem with the Regional Director to ensure that all RIA prospects and current clients are covered in an optimal manner from a sales and retention perspective. The successful candidate will balance working with the Regional Director on large account coverage, while also working directly with more mid-market RIAs in the region, deepening relationships with existing Registered Investment Advisors and developing new partnerships. This person will also provide consistent support to the broader RIA effort, collaborating with sales management and contributing to team functionality.
Key Responsibilities
Qualifications
Required:
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