Wealth Strategies Group Coordinator Wealth Strategies Group Coordinator …

Eaton Vance Investment Managers
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Not Specified
Eaton Vance Investment Managers
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Not Specified

By joining Eaton Vance, you’ll 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:

Responsible for supporting sales efforts of Associate and Strategy Specialists for the firm’s high net worth sales team. This includes assisting with analysis requests, facilitating the onboarding of new accounts for clients, providing client service support, and assisting the team in requests that come through the group telephone line.

Primary Responsibilities:

  • Run transition and hypothetical analyses for use with financial advisors selling Eaton Vance products.
  • Assist in onboarding new clients into the various investment vehicles the team covers (separately managed accounts, option overlay programs and private placements). This includes helping clients fill out paperwork and having a working knowledge on trusts and different types of entities.
  • Update and maintain SalesPage (CRM) as needed.
  • Master proprietary software applications to be able to pull data for ongoing client servicing.
  • Assist with daily WSG team activity, including being reactive to telephone and email inquiries from financial advisors.
  • Assist the team with business development (i.e. territory campaigns for ongoing pipeline and new opportunities).

     

Job Requirements:

  • Bachelor’s degree or equivalent preferred.
  • Minimum one year of sales and/or leadership experience or FINRA Series 6 & 63 licenses. 
  • Obtain FINRA Series 7 and 66 as required.
  • Strong communication, sales ability, and presentation skills.
  • Must be extremely motivated and have demonstrated sales success.
  • Must be very comfortable with technology.
  • Team player, shows initiative/resourcefulness, actively seeks opportunities to make a contribution.
  • Able to learn quickly, retain knowledge and information
  • Ability to work in fast paced environment
  • Be able to multitask and prioritize different projects

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



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