Senior Client Solutions Professional
$120k/y-$140k/y
Partners Groupa year ago
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OnsiteFull-timeEntry
Summary
Partners Group is seeking a Senior Client Solutions Professional to join their team in Broomfield, CO. The role involves supporting and driving sales efforts for private wealth advisors in a dynamic and fast-paced environment.
About the Role
As a Senior Client Solutions Professional, you will work closely with a Client Relationship Manager to develop and execute sales strategies targeted at the private wealth channel. Your responsibilities will include scheduling meetings with financial advisors, ensuring timely follow-ups on sales meetings, maintaining client information in the CRM system, and adhering to compliance guidelines. You will also become a knowledgeable source of information about alternative products and the market.
About You
Required:
- Bachelor's degree and strong academic background.
- 1-3 years of work experience in the financial services industry and sales.
- Demonstrated sales skills and ability to thrive in a fast-paced environment.
- Excellent written and verbal communication skills.
- Strong computer skills, including proficiency in Microsoft Office and Excel.
- Exceptional organization and time management skills.
- FINRA SIE, Series 7 and 63 licensed or obtained within 3 months of joining.
Preferred:
- Experience in the financial services industry.
- Proven ability to develop and implement sales strategies.
Benefits
- Professional, international, and high-performing work environment.
- Challenging and rewarding career within a growing company.
- Collaborative environment with on-the-job training and mentorship opportunities.
- Competitive benefits and wellness package, including medical, dental, and vision coverage.
- 401k with company match.
- 25 vacation days and 13 holidays annually.
- One-month sabbatical after every five years of service.
- Company paid life and disability insurance.
- Education assistance program.
- Lunch stipend.
- Performance-based long-term incentives.
Partners Group
Partners Group is a global private markets firm with USD 174 billion in assets under management and c. 1,800 professionals across 23 offices worldwide. We seek to generate superior returns through capitalizing on thematic growth trends and transforming attractive businesses and assets into market leaders. As a committed, responsible investor, we aim to deliver lasting, positive impact for all our stakeholders. We provide an innovative range of bespoke client solutions to institutional investors, sovereign wealth funds, family offices and private individuals globally. Partners Group has been listed on the SIX Swiss Exchange since 2006 (symbol: PGHN).
Broomfield, CO