Associate Strategy Specialist Associate Strategy Specialist …

Eaton Vance Management Incorporated
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Eaton Vance Management Incorporated
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Associate Strategy Specialist
Associate Strategy Specialist Boston, MA Office/en-US/Professional/job/Boston-MA-Office/Associate-Strategy-Specialist_JR005085/apply

By joining Eaton Vance, youll become part of a company that has one of the best employee retention rates in the financial services industry. We offer competitive salaries, generous benefits, and tremendous opportunities for growth and development. If you do not see a position that fits your career objectives, please return to this site in the future as our hiring needs will change. We look forward to your becoming a part of our continued success!

Basic Purpose:

Work on a high net worth sales desk and partner with an external Strategy Specialist.

Primary Responsibilities:

  • Become proficient and be able to present on ultra-high net worth strategies and vehicles.
  • Support External Strategy Specialist in managing a large geographic territory.
  • Serve as liaison for multiple departments such as operations, legal, client services, portfolio managers, Eaton Vance Sales, and product management.
  • Be primary driver of analytics and the processing of transitioning equity accounts.
  • Provide support and problem resolution for ultra-high net worth vehicles.
  • Lead coordination of problem resolution between Eaton Vance and affiliates.
  • Assist in contracts and account opening.

Job Requirements:

  • Ability to sell and think analytically.
  • High energy and organizational skills.
  • Ability to work in close-knit group with high consistent work volume.
  • Be proficient and comfortable working with multiple proprietary software programs.
  • Must be able to travel on occasion, primarily to Seattle.
  • Must be able to handle pressure situations and follow procedural guidelines.
  • Must be able to work in an open floor plan.
  • Bachelors degree required.
  • Minimum of 3 years of related industry experience preferred.
  • FINRA Series 7, 63/65 or 66.
  • Strong computer skills: MS Word, Excel, and PowerPoint.

This policy applies to Eaton Vance Corp. and all subsidiary companies (the Company).

The Company is an equal opportunity employer and is committed to providing a work environment that is free of discrimination and harassment.  It does not discriminate against applicants or employees with respect to any terms or conditions of employment on account of race, color, religion, creed, national origin, ancestry, sex, sexual orientation, age, pregnancy, parenthood, physical or mental disability (actual or perceived), medical condition including genetic characteristics, marital status, citizenship status, military service, gender, gender identity or expression, registered domestic partner status, domestic violence victim status, status with regard to public assistance, or any other characteristic protected by applicable federal, state or local laws.  Eaton Vance also prohibits discrimination based on the perception that a person has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics.  This commitment applies to all persons involved in the operations of the Company, and prohibits unlawful discrimination by any employee of the Company, including supervisors and co-workers.  All employment decisions shall be consistent with the principles of equal employment opportunity.

The information on this Web site is for U.S. residents only. The information on this Web site does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Eaton Vance does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. © Eaton Vance Management. All rights reserved. Two International Place, Boston, MA 02110

Posted YesterdayFull timeJR005085

Eaton Vance is a leader in pioneering innovative investment strategies that address investor needs amid changing market environments. As a company, we have long embraced six core values: integrity, professionalism, teamwork, client focus, creativity/adaptability and excellence. As a workplace, Eaton Vance offers its employees a quality work environment and a congenial, collaborative atmosphere.     

The company is consistently ranked among the Top 100 Places to Work in Massachusetts by The Boston Globe. 

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