Position Summary
We are seeking a motivated and meticulous Wealth Channel Relationship professional to join the Investor Relations team in New York. The ideal candidate will possess strong communication, analytical and organizational skills to effectively balance a broad set of responsibilities. The Wealth Relationship will partner with Senior Relationship Managers and Client Service team to build and deepen relationships with existing and prospective investors and ensure a coordinated client experience. The day-to-day includes operating and optimizing the client platform in support of the investment management business. The candidate must be a proven collaborator and self-motivator with sharp attention to detail. If you are enthusiastic about joining a fast-paced, diverse team where creative versatility drives brand excellence, we would love to meet you!
You will take on the following responsibilities:- Identify and build relationships in private banking and wealth management networks. Deepen connections, originate new opportunities, and guide clients through diligence and onboarding.
- Develop a deep understanding of Two Sigma's outstanding vision and offerings to effectively position Two Sigma as a truly differentiated investment manager
- Anticipate the complex financial needs of the client and offer solutions through a range of products, informed by rigorous client profiling
- Provide regular beneficial engagement - High touch, face-to-face meetings at client's preferred location, consistent communication, access to firm content and resources
- Proactively source, acquire and expand high-value relationships by maximizing sales and service opportunities.
- Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
You must possess the following qualifications:- 5+ years of previous experience in institutional money management, investment consulting, or wealth management
- Demonstrated experience covering UHNW, private bank, and/or family office channels is strongly preferred
- BA/BS degree with a strong academic record
- Strong analytical and financial skills, including comfort with complex investment products and portfolio concepts
- Strong verbal and written communication skills, including the ability to present to sophisticated investors
- Highly organized with strong attention to details
- Self-starter approach, with an ability to solve problems with appropriate oversight and direction
- Technical skills such as a strong understanding of the hedge fund space, systematic strategies and tax-aware investing are highly preferred.
Note this role will require a willingness to travel throughout the US for in-person client meetings, prospect visits and industry events
You will enjoy the following benefits:- Core Benefits: Fully paid medical and dental insurance premiums for employees and dependents, competitive 401k match, employer-paid life & disability insurance
- Perks: Onsite gyms with laundry service, wellness activities, casual dress, snacks, game rooms
- Learning: Tuition reimbursement, conference and training sponsorship
- Time Off: Generous vacation and unlimited sick days, competitive paid caregiver leaves
- Hybrid Work Policy: Flexible in-office days with budget for home office setup
The base pay for this role will be between $175,000 and $250,000. This role may also be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans and 401(k) contributions. Discretionary bonus can be a significant portion of total compensation. Actual compensation for successful candidates will be carefully determined based on a number of factors, including their skills, qualifications and experience.
