Robert Half International Senior Research and BD Associate for UHNW Advisory Firm in Palo Alto, California
For consideration, please email your resume to: email@example.com Our client, a boutique bank with offices in San Francisco and Menlo Park, is looking for a Senior Associate for Business Development and Research to join their rapidly expanding team. This client is experiencing tremendous growth and is one of the fastest growing RIAs in the country - expanding from $6 billion to $13 billion in under 5 years. Typical clients include entrepreneurs, corporate executives, and partners in Venture Capital, Private Equity, real estate, and law. Minimum account size is $10 million. In this role, you perform the following functions: - Identify potential client opportunities, generate leads and gather data about prospective clients - Proactively reach out to prospective clients - Work with Client Relations and Operations team to prepare marketing materials and meeting preparation - Prepare targeted presentation materials to articulate the team's experience and value. This a tremendous opportunity to be exposed to a variety of work at one of the most prestigious banks in the Bay Area. The work culture is exceptional and perks and benefits are second to none.
Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine's list of "World's Most Admired Companies" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.
Apply for this job now or contact our nearest office at 844.539.2523 for additional information.
All applicants applying for U.S. job openings must be authorized to work in the United States. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.
© 2018 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans
Req ID: 00412-9501475893
Functional Role: Relationship Manager
City: Palo Alto
Postal Code: 94040
Requirements: Skills: - 1+ years of work within the Financial Services Industry - Keen attention to detail and willingness to work hard