Option Strategist at SpiderRock Advisors developing option strategies and cultivating relationships within the wealth management sector. Required expertise in asset management and retail wealth channels.
Responsibilities
raise assets for SRA strategies within designated client and prospective client firms
provide advanced education and communicate complex strategies to client base
demonstrate flexibility, creativity, and attention to detail
lead initiatives to enhance SRA’s market presence and client engagement
Requirements
10+ years of experience in asset management
strong record covering private wealth channels (wirehouses and/or RIAs)
CFA, CAIA, or MBA required
in-market and virtual meetings experience
ability to originate and convey sophisticated concepts
experience in CRM systems for strategic relationship management
ability to develop and oversee daily Sales Plans
experience leading and supporting strategic marketing initiatives
mentoring and guidance skills for junior team members
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