Private Client Relationship Manager

Lazard is one of the world's leading financial advisory and asset management firms. Our people make the difference. With just over 3,000 employees, our tight-knit community allows for professionals eager to learn and willing to teach to connect and grow together. We believe that diversity, equity, inclusion, and allyship are not just business imperatives - they are central pillars of our employee experience. Our entrepreneurial culture and flat structure allow creative ideas and original concepts to drive our business forward - and for careers to take flight.

Many of the world's leading investors - from individuals to institutions across the globe - have entrusted Lazard Asset Management. We pride ourselves in uncovering the best investment opportunities for our clients. The purpose of our asset management business is to help our clients invest for the future - whether it's for retirement, to grow and preserve inter-generational wealth, or to benefit the organizations that make our world smarter, healthier and more sustainable.

Our Private Client Group is responsible for providing investment capabilities to high-net worth clients and family offices around the globe. We are looking for an entrepreneurial minded individual to cultivate new business opportunities and maintain existing client relationships

We'll trust you to:

Identify, manage and coordinate client acquisition and key relationship expansion efforts

Identify prospects and cross-selling opportunities by utilizing market intelligence and competitive analysis resources

Maintain and leverage network of estate planning attorneys, accountants, and other professional advisors to receive qualified referrals

Manage and implement investment objectives for an assigned book of high-net worth client account relationships

Understand the client's investment goals and objectives and develop a diversified investment plan and strategy to meet goals.

Advise clients with complex investment relationships on asset allocation and portfolio construction for strategic and tactical decisions.

Work in close partnership with clients' tax and legal counsel, and assist clients in finding appropriate advisors where required

Continue to stay up to date and engaged with Lazard's product and service offerings

Contribute to the overall sales process by identifying opportunities to promote Lazard's products

You'll need to have:

7 or more years of experience in investment management

7 or more years in a Relationship Management/Business Development role with Private Clients

An active Series 7

Keen understanding of sales and marketing process

Strong quantitative and qualitative reasoning ability, with the capacity to understand inner workings of investment strategies and represent them in appropriate detail to an audience

Strong interpersonal skills with an ability to build a significant level of trust with clients

Enthusiasm to partner with professional advisors (such as CPAs or T&E attorneys)

Excellent writing/editing skills

Strong verbal communications skills and comfort engaging all levels of firm management

Self-confidence and a proven ability to work well with highly capable and successful individuals

Ability to work effectively in a team environment

Works effectively at all levels of the organization

Highly detail oriented

Individual with high ethical standards, never sacrifices integrity and works in each client's best interest

CFA designation preferred

What we offer

We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career.

We expect the base salary range for this role to be approximately 170-200K USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant's years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role. Base salary is one component of Lazard Asset Management's compensation package, which also includes comprehensive benefits and may include incentive compensation.

Does this sound like you?

Apply! We'll get in touch on the next steps.

Diversity and Inclusion at Lazard

Lazard is an intellectual capital business focused on delivering the best advice and solutions to clients. Achieving these objectives requires us to identify, develop and retain the best talent. A workforce comprised of people with varied backgrounds and experiences creates a rich diversity of thought that empowers us to challenge conventional wisdom, as diverse perspectives lead to better decisions.

Our appreciation of diversity's strength is ingrained in our multi-cultural heritage. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respect for individual differences, which has been core to our success for several decades.

The ongoing cultivation of diversity and an inclusive, equitable culture are essential to our continued growth. We are committed to sustaining an environment in which all employees - regardless of socioeconomic status, race, color, nationality, religion, gender, sexual orientation, physical abilities, veteran or military status - can bring their whole selves to work to maximize their individual potential and our collective success.

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