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Client Relationship Support Professional

Business Department:  Client Solutions
Location: 

New York, NY, US, 10036

Partners Group is a global private markets investment manager, serving over 900 institutional investors. We have USD 96 billion in assets under management and more than 1,500 professionals across 20 offices worldwide. We realize potential in private markets by financing and developing great companies, desirable real estate and essential infrastructure. We create value in our investments through active and long-term responsible ownership.

What it's about

Partners Group is seeking a Financial Analyst to work in one of the fastest growing segments of the wealth management industry, working with Private Client advisors and teams, as part of the Client Solutions sales team based in Denver. This hands-on and dynamic role will support and help drive the sales efforts of the client facing external partner in a defined territory, while being focused on timely follow up, proactive outbound sales presentations and deepening relationships with existing clients.

 

He/she will also be responsible for maintaining the client and electronic communication database (Siebel). He/she must demonstrate effective and efficient time management skills, along with the ability to provide detail-oriented follow through and prioritize projects on a consistent basis. A proven ability to profile and understand advisors and teams to better understand and position Partners Group products is preferred.

 

Responsibilities: 

  • Supporting and helping drive the sales efforts of the client facing external partner in a defined territory
  • Executing timely follow up to sales meetings and calls with approved marketing collateral, including making proactive outbound calls to prospects and deepening relationships with existing clients (limited travel)
  • Entering sales meeting information and next steps into CRM system in a timely manner
  • Demonstrating organization, time management and attention to detail consistently
  • Collaborate closely with investment teams in order to provide clients and prospects with latest investment information
What we expect
  • Bachelor's degree and strong academic background required
  • 1-3 years of work experience (financial services industry and sales experience preferred)
  • Excellent verbal communication and presentation skills
  • Passion for sales and the financial markets
  • Understanding of sales process
  • Exceptional organization and time management skills
  • Series 7 and 63 licensed or obtained 3 months after joining

What we offer

Partners Group is a global financial institution that retains the culture, pace and agility of a start-up. As a growing firm, we are committed to attracting, developing and retaining the very best talent, by offering a workplace where results are truly recognized and rewarded.  We offer a fantastic opportunity for you to grow:

  • Professional, international working environment
  • Challenging, 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 with employee premiums paid by the Company and subsidized for any dependents
  • 401k (Roth and pre-tax options) with company match
  • 25 vacation days and 12 holidays annually
  • One month sabbatical after every five years of service
  • Company paid life and disability insurance
  • Competitive compensation package, including performance based annual incentives
  • Education assistance program
  • Lunch stipend
  • Fun office and team events, including volunteer opportunities to connect with and help our local communities

 

Make an impact on the organization by taking a lead role in the growth of our US business.  Our working environment is humble, inclusive and transparent, and the structure of the firm is flat.

 

At Partners Group, we thrive on new ideas for the benefit of our clients, our employees and our community.  We are proud to be an equal opportunity employer and support diversity of perspectives.


 

www.partnersgroup.com