Responsibilities for this position:

• Conduct outbound telephone calls to clients and prospects to discuss and generate interest in the firm’s investment services
• Support new business development and cross selling
• Respond to client and financial advisor inquiries about the firm’s investment strategies, investment process, performance returns, portfolio transactions and individual separately managed account programs, mutual funds and mutual fund family
• Coordinate daily outgoing communications, including correspondence and email campaigns
• Schedule and confirm meetings for external specialists with financial advisors, consultants, and prospects
• Fulfill all financial advisor requests for materials
• Provide support to external specialists in the field through coordination of schedules and daily activities
• If selected the individual will be required to sign an Employment Agreement

A successful candidate will have:

• Bachelor Degree or equivalent experience
• FINRA Series 7 & 66 licenses - must possess or obtain immediately
• Minimum three years related experience preferred
• Understanding of securities markets, economic factors, the separately managed accounts industry and mutual funds
• Proficiency in the use of MS Office (Excel, Word, Outlook, PowerPoint)
• Excellent oral communication skills (telephone voice) and presentation skills
• Excellent decision-making, problem solving, and analytical skills
• Strong attention to detail
• Competitive drive and be customer service driven

We offer a competitive compensation package, an intellectually stimulating work environment, and a convenient downtown Boston location. This is an outstanding opportunity for individuals with a willingness to work hard and a genuine desire to excel in the investment management business.

If you have any questions or would like additional information, please email careers@mdtadvisers.com.