Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients.
Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges.
We meet them with a singular focus : to offer investment solutions designed to achieve their goals in the way that’s best for them.
As a Platform Solutions Client Advisor within . Morgan Asset Management's RIA channel, you will collaborate with our clients to provide them with growth solutions for their practice.
This includes portfolio construction and automated, Tax-Smart implementation capabilities of . Morgan and 55ip. Your role will encompass a range of capabilities such as Scaled Tax-Smart implementation and rebalancing, Tax-Smart portfolio transitions, Automated, ongoing tax loss harvesting, Tax-Smart withdrawals, Tax benefit reporting, and representing .
Morgan’s suite of investment solutions. As a vital team player, your energy, creativity, and strong spirit of collaboration will contribute to our firm's growth and bring scalability to the clients we serve.
Your ability to thrive in a team environment and partner with asset management and technology professionals, along with the RIA clients we serve, is essential.
Job Responsibilities
- Drive new, and support existing, tax management business with RIAs, providing them with additional efficiency
- Promote and represent . Morgan’s investment solutions (Custom Models, Tax-Managed Active and Index SMAs, mutual funds and ETFs) for inclusion in RIA practices
- Serve all layers of client firms, from the C-suite through back-office operations
- Navigate across internal and external constituencies, such as custody platforms, TAMPs and technology vendors, by bringing a solution-based mindset that breaks through complexity and unlocks commercial growth
- Effectively manage territory with a level of organization and forethought as demonstrated by your ability to develop and follow a plan, managing travel and expenses appropriately
- Efficiently use time with clients and demonstrate office approaches with professionalism
- Identify key individuals within assigned territory
- Travel to meet prospects and clients
- Proactively look for new ways of doing things internally and in the marketplace, championing industry innovation
Required qualifications, capabilities and skills
- You will understand the wealth and asset management industries, tax management, custody and / or financial technology and all facets of RIA business management, including growth strategies, investment solutions, technology infrastructure, and operations.
- High-level of comfort with and enthusiasm for technology-driven products and user experience
- 10+ Years of sales / client engagement experience
- Deep understanding of tax loss harvesting strategies and how they are implemented
- Expertise working within a team based model
- Proven demonstration of consultative style of sales, identifying challenges and solutions
- Relationship builder with an established client network
- Excellent interpersonal skills with the ability to interact well with a team
- Show an aptitude and appetite to deliver high-quality outbound client engagement activity through multiple mediums (in-person, Zoom, conference calls, phone calls and emails) with new and existing clients and prospects
- Established "self-starter", and self-motivated as demonstrated by level of competitiveness
- Series 7, Series 63 required
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