Role Overview

As a Relationship Manager on the PMS Acquisition team, you own the   prospect-to-investor sales cycle   for HNI clients exploring Portfolio Management Services. You'll run exploration meetings, conduct portfolio audits, present the PMS strategies that best fit a client's goals, and hand-hold them through the decision and onboarding journey.This is a pure consultative sales role. Your success is measured by qualified meetings converted, AUM onboarded, and the quality of the client experience during the acquisition journey. You will work in close partnership with the marketing team (who delivers qualified leads), the investment/product team (who supports you on strategy fitment), and the servicing RM pod (who takes over the client relations...