About this role
You will take on the following responsibilities:
- Identify and build relationships in private banking and wealth management networks. Deepen connections, originate new opportunities, and guide clients through diligence and onboarding.
- Develop a deep understanding of Two Sigma’s outstanding vision and offerings to effectively position Two Sigma as a truly differentiated investment manager
- Anticipate the complex financial needs of the client and offer solutions through a range of products, informed by rigorous client profiling
- Provide regular beneficial engagement - High touch, face-to-face meetings at client's preferred location, consistent communication, access to firm content and resources
- Proactively source, acquire and expand high-value relationships by maximizing sales and service opportunities.
- Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
You must possess the following qualifications:
- 5+ years of previous experience in institutional money management, investment consulting, or wealth management
- Demonstrated experience covering UHNW, private bank, and/or family office channels is strongly preferred
- BA/BS degree with a strong academic record
- Strong analytical and financial skills, including comfort with complex investment products and portfolio concepts
- Strong verbal and written communication skills, including the ability to present to sophisticated investors
- Highly organized with strong attention to details
- Self-starter approach, with an ability to solve problems with appropriate oversight and direction
- Technical skills such as a strong understanding of the hedge fund space, systematic strategies and tax-aware investing are highly preferred.
Note this role will require a willingness to travel throughout the US for in-person client meetings, prospect visits and industry events