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The Senior Associate in the Global Client Group is responsible for managing relationships and supporting business development efforts for financial advisors. This includes articulating investment principles, educating clients about portfolio solutions, and delivering presentations. The role involves collaborating with a team to meet client needs and requires strong relationship-building skills.

The Associate in the Global Client Group will support Regional Directors by prospecting and building the sales pipeline, initiating meetings, and generating leads. Responsibilities include conducting portfolio analysis, answering client inquiries, and assisting in marketing material development. Some travel may be required.

This Associate position involves supporting the Portfolio Analytics team by developing core portfolio management software, collaborating with the investment team to understand investment solutions, and participating in software development practices including code reviews and design sessions.