About the Role

We're looking for a sharp, personable CFA charterholder who thrives equally in a spreadsheet and a client conversation. You'll drive new business opportunities, deepen existing relationships, and translate complex financial analysis into clear, compelling stories that clients actually want to hear.

What You'll Do

• Own a portfolio of client relationships — proactively reaching out, not just reacting
• Identify and pursue new business opportunities through networking, referrals, and industry events
• Lead client meetings and pitches, presenting investment strategies and portfolio performance in plain language
• Conduct deep financial analysis to support investment recommendations and business proposals
• Collaborate with internal investment, compliance, and operations teams to deliver seamless client experiences
• Build and maintain a robust pipeline, tracking outreach and opportunities through CRM tools
• Stay current on market trends and translate them into relevant talking points for clients

What We're Looking For

Must-haves:

• CFA charterholder (all three levels passed)
• 5+ years in financial services or investment management
• Proven track record in business development or client-facing roles
• Strong grasp of portfolio management, equities, and fixed income
• Excellent written and verbal communication

Nice-to-haves:

• Experience with HNW or institutional clients
• Existing book of relationships in the market
• Comfort with Salesforce or similar CRM
• Familiarity with Bloomberg, FactSet, or Morningstar
• Series 65 or 7 license

The Kind of Person Who Thrives Here

• You genuinely enjoy talking to people — client calls energize you, they don't drain you
• You can explain a duration mismatch to a CFO and a retiree, and make both feel understood
• You're self-motivated and comfortable owning your pipeline without being micromanaged
• You bring intellectual curiosity to markets and bring that energy into client conversations
• You're known as someone who follows through

Compensation & Benefits

• Base salary: $120K – $160K
• Performance bonus
• Equity available
• Comprehensive health, dental, and vision coverage
• CFA exam and continuing education reimbursement
• 401(k) with company match

Apply today to learn more!