We are looking to expand our cohesive team with a new Client Relationship Associate. This role offers a unique opportunity to form deep connections with our clients within our flexible, small-team culture, while also learning about the broader financial markets from industry veterans.

Key Responsibilities:

• Providing crucial support to our client relationship teams to enhance and sustain our client connections.

• Serving as a dependable point of contact for our clients, advocating for their needs and interests.

• Collaborating effectively with our sales teams to align our services with client expectations and needs.

• Assisting in the creation of engaging communication materials that detail our investment strategies and ETF offerings.

• Developing a comprehensive understanding of our investment strategies and ETF offerings to better assist our clients.

• Investing time in understanding the financial advisor landscape, a critical component of your personal and professional development journey.

Qualifications:

• A bachelor’s degree and 1-3 years of work experience, preferably with a track record in successful client relationship management.

• Self-starter who takes initiative and appreciates the value of teamwork.

• Strong organizational skills, comfortable with handling multiple tasks simultaneously.

• Based in the San Francisco area, or willing to relocate.

• Experience with CRM software is a plus.

• Familiarity with the finance or asset management industry is also a plus.

• Must complete Series 65 Training in the first 6 months of joining.

This role is perfect for someone who flourishes in a fast-moving environment where individual responsibility complements teamwork. If you’re passionate about cultivating strong relationships, eager to learn more about financial markets, and ready to make a significant impact, we’d love to hear from you. Salary negotiable.

To apply, please email Managing Partner, Darol Ryan, at ryan@mainmgt.com with subject line “<first name><last name> Client Relationship Sales Associate”