Provide cross-functional support on the tax-managed private funds including the Exchange Funds and Parametric Long/Short Extension Funds. Work to provide support to management and product managers on the Wealth Strategies Group. Work to educate internal and external sales force, as well as home office contacts on Exchange Funds and Long/Short Extension Funds. Support sales, due diligence and firm on-boarding activities of the broader Wealth Strategies tax suite internally and externally. Provide thought leadership around utilizing the integrated tax suite and the importance of a consultative sales approach. Work in a collaborative manner with colleagues in Distribution, Marketing, Product, Fund Administration, Legal, and Portfolio Management. Support internal and external distribution partners as a subject matter expert. Manage and provide support on all marketing collateral and website updates. Serve as an intermediary with distribution partners to provide support in sales questions and data. Collaborate with external partners and other internal business units on product enhancements and updated processes/procedures. Conduct competitive analysis on industry trends, product development and positioning. Lead initiatives to improve internal systems and processes related to new and existing product lines while overseeing day to day support of the business. Provide sales training to support reps/internal sales to be technically proficient and current on strategies. Communicate effectively to ensure orderly dissemination of information to distribution and distribution partners. BS/BA degree with CFA or CPA a plus. Minimum 5-7 years of related work experience. FINRA Series 7, 63 or 65/66 required. Strong organizational and analytical skills. Experience with reg. D private placements. Strong knowledge of tax-managed investment solutions. Ability to multitask and prioritize tasks across product lines. Proven ability to communicate complex information and to train individuals of differing levels of knowledge. Attention to detail, great communicator and have a keen eye for creating marketing collateral Willingness and ability to travel when needed. Strong customer service skills. Ability to work in a collegial, team-oriented environment with shared goals. Ability to link complex strategies to specific, goal-based needs. Ability to work with a wide range of individuals and subject experts from various affiliates. Ability to handle complex training programs in a clear and concise fashion. Ability to handle detailed workflow and track through operational, legal and administrative processes. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates for the role will be between $160,000 and $185,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
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