Internal Investment Consultant - AMG Wealth : Job Details

Entrepreneurial. Collaborative. Community-Focused. Highly Motivated. Intellectually Curious. Agile and Creative Problem Solvers. These traits characterize AMG's culture – and we are looking to attract talented new team members who share these qualities and seek to build a long-term career among a community united by their collegial partnership orientation, ownership mindset, and disciplined execution in our collective pursuit of excellence.

Our strategy is to form unique and innovative partnerships with independent asset management firms around the world – we exist to help make these great firms even better. And, just as we act as catalysts for our partner firms' success, we invest in our people, our most valuable asset, generating some of our strongest returns as we work together to help each individual reach their highest potential. As a public company with a lean team, AMG provides cross-functional opportunities to flex your entrepreneurial spirit, expand your skillset, and grow as a professional; every team member is integral to our success. We also care deeply about the communities in which we work and live; our organization is further defined by our commitment to giving back through charitable giving and opportunities to volunteer.

We are a community. Join us.

Title: Senior Associate, Internal Investment Consultant

The Role:

AMG is seeking an Internal Investment Consultant, based out of Stamford, Connecticut. This Senior Associate will provide services to financial advisors throughout the country working in partnership with Regional Managers to maintain and cultivate relationships. The position's primary responsibilities are providing support to Regional Managers in the development of new business, maintenance of existing relationships, responding to requests, and resolving account issues and inquiries from financial advisors regarding separately managed accounts, mutual funds, and alternative products.

Core Responsibilities:

• Contacts financial advisors within assigned territories regularly and manages the sales process.
• Ability to converse knowledgeably with financial advisors and other key personnel about investment solutions and current economic and market conditions.
• Respond to daily telephone inquiries on performance, and position of funds and managed accounts.
• Supports Regional Managers in developing new business and supports existing relationships.
• Provides account activity and sales reports to assist the sales team.

Qualifications and Attributes:

Required

• Demonstrated excellence in customer service and client support.
• Demonstrated excellence in telephone skills.
• Prioritizes, plans and takes initiative.
• Problem solving abilities; includes the appropriate people in the decision-making process.
• Communicates effectively with colleagues, financial advisors, and clients in writing and speaking.
• Detail oriented, meets deadlines and executes responsibilities with minimal errors.
• Treats others with respect and consideration.
• Bachelor's degree required. Degree in a business-related major preferred.

Preferred

• Knowledge of the Investment Management Industry preferred.
• Proficient in Microsoft Office. Knowledge of workflow and CRM packages a plus.
• 1-3 years of experience. Prior experience within the financial services industry preferred.
• SIE or progress toward obtaining SIE, FINRA Series 7 and/or equivalent, preferred but not required. Must be obtained post hire.

Benefits:

Robust and competitive benefits package, including comprehensive health and dental plans, 401(k) employer match and profit-sharing, professional development program, employee referral program, annual philanthropic gift-matching, and hybrid work schedule.

About AMG Funds LLC:

AMG's Wealth platform provides access to certain of AMG's partner firms, which include leading independent investment management firms. Through our Wealth platform, we provide a broad array of our Affiliates' differentiated investment strategies to the financial advisor community and their clients to help clients achieve their long-term investing goals.

Disclaimer:

The above statements are intended to describe the general nature and level of work being performed by employees in this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

AMG is an equal-opportunity employer. AMG believes diversity is an essential part of our commitment to a quality workforce and considers all candidates for employment regardless of their race (inclusive of traits historically associated with race, including but not limited to hair texture and protective hairstyles), color, ethnicity, religion, religious creed, sex, pregnancy or pregnancy-related condition, medical condition, sexual orientation, gender identity or expression, age, national origin (including language), physical or mental disability, genetic information, ancestry, veteran status, military service, application for military service, marital status, or any other category or status protected by applicable law.