Portfolio Manager managing various real estate AIFs as central contact for asset managers in Hamburg. Ensuring effective portfolio management and preparation of presentations for client meetings.
About the role
- Transition Manager overseeing onboarding experience for EAR advisors in a global financial services leader. Responsible for project management and effective transition of advisor's book of business.
Responsibilities
- Execute the EAR project play book and ensure successful onboarding of new EAR advisors
- Serve as the main point of contact for escalated questions
- Provide branch level consultation as identified
- Develop and maintain relationships with field leaders and recruits
Requirements
- Bachelors degree or equivalent (4-years)
- 5-7 years of relevant experience
- Strong project management skills
- Excellent communication skills
- Strong knowledge of Ameriprise Brokerage Platform products and systems
- Ability to manage multiple priorities and deadlines
Benefits
- Health, dental and life insurance
- 401(k)
- Vacation time
- Sick time
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