Institutional Associate - RIS (LAM)

📁
Marketing & Sales
📅
210606 Requisition #

The Regional Institutional Sales Group is responsible for providing investment capabilities to clients around the globe, with a focus on registered investment advisors (RIA), endowments, foundations, corporates, family offices, high-net-worth families, and trust companies. The group is seeking an experienced Institutional Associate to assist with developing new business opportunities, territory management and ongoing client service.

Responsibilities

  • Work as part of a team within a defined geographical territory to cultivate and manage client relationships
  • Ensure timely response to client inquiries and provide ongoing communication with clients/prospects, including the compilation and distribution of recurring client requests
  • Onboard new clients by coordinating account setup with internal and external investment, legal and operational contacts
  • Serve as point-person on certain national relationships to organize activities and filter updates to the respective team members
  • Populate and maintain CRM to assist external sales partner with territory management
  • Assist with managing territory’s pipeline and new business development
  • Identifying new business opportunities through meetings with clients, utilizing databases and news alerts, competitive analysis, and client/prospect activity
  • Contribute to the overall sales process by identifying opportunities to promote Lazard’s products and services through different digital, print and in-person marketing efforts

An ideal candidate will demonstrate

  • A passion for exploring and understanding the asset management industry
  • A desire to work in a high-energy environment with dedication to excellence
  • The ability to work as a great teammate, collaborate across businesses, and contribute individually

Qualifications

  • 2+ years of experience at an asset management or wealth management firm, Institutional client service experience is preferred
  • Proven record of academic achievement, preferably with a concentration in Finance, Business Administration, or Marketing
  • Strong quantitative and qualitative reasoning ability, with the capacity to understand inner workings of investment strategies and represent them in appropriate detail to an audience
  • Self-starter with strong attention to detail and follow-through
  • Ability to think independently and formulate sound conclusions
  • Proven ability to multi-task
  • Excellent writing/editing skills
  • Strong verbal communications skills and comfort engaging all levels of firm management
  • Series 7 & 66 are preferred, but not required.  Once hired, Series 7, 66, and 31 must be obtained within 4 months

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