Acadian Asset Management LLC
Financial Services
BusinessDevelopment&ClientServiceAssociate
“Business Development & Client Service Associate at Acadian Asset Management LLC. Skills: Business Development, Client Service, Asset Management. Partner with senior sales professionals. Drive sales growth”
Industry & Context.
What They're Looking For.
Must Have
3-5 years sales support experience, 3-5 years client service experience, Asset management experience, Private banking experience
Nice to Have
CFA accreditation
What You'll Do.
Partner with senior sales professionals
Deepen client relationships
Prepare presentations
Prepare materials for clients
Prepare materials for prospects
Ensure compliance with framework
Work with global teams
Complete due diligence questionnaires
Prepare competitive analysis
Monitor industry developments
Assist in execution of sales events
Assist in execution of conferences
Assist in execution of training sessions
Oversee new account onboarding
Support new account onboarding
Oversee account maintenance
Support account maintenance
Coordinate client reporting
Coordinate client servicing
Report on client flows
Track pipeline activity
Report on pipeline activity
Track business metrics
Report on business metrics
Ensure day-to-day process alignment
Ensure reporting alignment
Ensure operational alignment
How You'll Work.
Team & Collaboration
Work with global teams; Work with internal stakeholders
Communication Scope
Written communication; Verbal communication
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