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AVP, Senior Associate, Marketing and Client Service

Employer
Ziegler Capital Management, LLC
Location
Chicago, Illinois 60606
Salary
Up to $115,000
Closing date
May 3, 2024

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Job Function
Institutional Sales, Relationship Management
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

Job Details

About ZCM Advisory Group

ZCM Advisory Group, a division of F/m Investments, specializes in providing investment management and investment advisory services to non-profit institutional investors in the senior living, healthcare, education, and religious sectors. As of 12/31/2023, ZCM Advisory Group managed $2.6 billion in fixed income and equity assets for 99 non-profit organizations located in 31 states. F/m Investments provides advisors and institutional investors with access to innovative investment strategies. We believe that active portfolio management by our boutique manager partners can produce the long-term results that are vital for investors to capture performance, mitigate risk, and reach their goals. F/m Investments and its affiliates have more than $20 billion in assets under management or advisement. 

Position Overview  

ZCM Advisory Group is seeking a client service professional to work closely with our relationship managers and portfolio managers to ensure the delivery of exceptional service to our clients in order further expand our client base and assets under management.

The Assistant Vice President role is focused on the support and service of client relationships, as well as the marketing of ZCM Advisory Group’s services. This role will require working effectively as a team member but also independently. The primary responsibilities require strong communication, analytical, organization and problem-solving skills.   

Primary Responsibilities: 

Operate 

  • Prepare and produce client/prospect deliverables and reports, as well as ensuring timely, accurate and complete client records. Including but not limited to:  
    • Monthly client reporting  
    • Quarterly client invoicing  
    • Client portfolio reviews and new business materials  
    • Requests for Proposals (RFP), database updates and questionnaires. 
    • Client onboarding documents and agreements 
  • Coordinate and communicate administration details for account openings, closings and ongoing maintenance details.
  • Conduct industry and market research for presentations and internal analysis.
  • Developing and maintaining working knowledge of client investment policy statements and governing account agreements.
  • Using judgement to identify troubleshoot and resolve day-to-day problems.  
  • Coordinating trade instructions and managing cash flows in client accounts. 
  • Manage and respond to ad hoc requests and inquiries in a timely manner.

Innovate  

  • Identify service efficiency and delivery enhancements, as well as process improvements.
  • Conduct business development research on new opportunities for ZCM Advisory Group. 

Communicate 

  • Collaborate with marketing and sales representatives in promoting F/m products and services.   Prepare market commentary for portfolio review materials.
  • Develop and maintain clear and effective internal/external communications.

Engage 

  • Participate in calls and meetings with prospective investors and clients.
  • Develop and maintain working relationships with co-workers and clients. 
  • Attend periodic industry and client conferences.   

Requirements 

  • Bachelor’s degree 
  • 5 or more years’ experience in financial and/or client servicing experience preferred.  
  • Knowledge of investment, banking, advisory products and services acquired through related work experience.
  • General securities and investment industry knowledge 
  • Proficient in Microsoft Suite (emphasis on Excel, Word, & PowerPoint).
  • Strong attention to detail. Strong analytical, problem solving and organizational skills.
  • Effective verbal and writing skills.
  • Team player with a cooperative attitude and partnership mentality.
  • Ability to work well under pressure. 

Company

https://zieglercap.com/about/

Company info
Website
Telephone
312-820-3236
Location
30 S Wacker Drive
Suite 2800
Chicago
IL
60606
US

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