Department: Wealth Management (Internal Sales)
Reports To: Vice President, Manager, Internal Sales
FLSA Code: Non-Exempt
Estimated Salary: $80,000 – $85,000
Job Summary: Provides service to financial advisors in the wirehouse, regional broker dealer, IDB, RIA, bank trust and multifamily office channels throughout the country working in partnership with Regional Managers to maintain and cultivate relationships. Primary responsibilities are providing support to Regional Managers in the development of new business, maintenance of existing relationships, responding to requests and resolving account issues and inquiries from financial advisors regarding mutual funds, separately managed accounts, Closed End Funds, and CITs. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.
Major Responsibilities/Activities:
Minimum Requirements:
Beneficial Skills and Abilities:
Working Conditions:
Note: This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. The job title or duties and responsibilities may be changed by the Company at any time.
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