Avp, Senior Associate, Marketing & Client Service

About ZCMAdvisory Group

ZCM Advisory Group, a division of F/m Investments, specializes in providing investment management and investment advisory services to non-profit institutional investors in the senior living, healthcare, education, and religious sectors. As of 12/31/2023, ZCM Advisory Group managed $2.6 billion in fixed income and equity assets for 99 non-profit organizations located in 31 states. F/m Investments provides advisors and institutional investors with access to innovative investment strategies. We believe that active portfolio management by our boutique manager partners can produce the long-term results that are vital for investors to capture performance, mitigate risk, and reach their goals. F/m Investments and its affiliates have more than $20 billion in assets under management or advisement.

Overview of the position
ZCM Advisory Group is seeking a Client Service professional to work closely with our relationship managers and portfolio managers to ensure the delivery of exceptional service to our clients to further expand our client base and assets under management.

The Assistant Vice President role is focused on the support and service of client relationships, as well as marketing ZCM Advisory Group’s services. This role will require working effectively as a team member but also independently. The primary responsibilities require strong communication, analytical, organization and problem solving skills.

Primary Responsibilities:

Operate

• Prepare and produce client/prospect deliverables and investment reports, as well as ensure timely, accurate and complete client records, including but not limited to:
• Monthly client investment performance reporting.
• Quarterly client invoicing.
• Client portfolio reviews and new business materials. Requests for Proposals (RFP), database updates and questionnaires.
• Client portfolio onboarding documents and agreements.
• Coordinate and communicate administration details for account openings, closings and ongoing maintenance details.
• Conduct industry and market research for presentations and internal analysis.
• Develop and maintain working knowledge of client investment policy statements and governing account agreements.
• Use judgement to identify, troubleshoot and resolve day-to-day problems.
• Coordinate portfolio trade instructions and manage cashflows in client accounts.
• Manage and respond to ad hoc requests and inquiries in a timely manner.

Innovate

• Identify service efficiency and delivery enhancements, as well as process improvements.
• Conduct business development research on new opportunities for ZCM Advisory Group.

Communicate

• Collaborate with marketing and sales representatives in promoting F/m investment products and services.
• Prepare financial market commentary for portfolio review materials.
• Develop and maintain clear and effective internal/external communications

Engage

• Participate in portfolio review calls and meetings with prospective investors and clients.
• Develop and maintain working relationships.
• Attend periodic industry and client conferences.

Requirements

• Bachelor’s degree.
• 5 or more years experience of financial and/or client servicing experience preferred.
• Knowledge of investment, banking, advisory products and services acquired through related work experience.
• General securities and investment industry knowledge.
• Proficient in Microsoft Suite (emphasis on Excel, Word, & PowerPoint).
• Strong attention to detail.
• Strong analytical, problem solving and organizational skills.
• Effective verbal and writing skills.
• Team player with a cooperative attitude and partnership mentality.
• Ability to work well under pressure.

Compensation is based on salary and bonus tied to overall success of the firm

Job Type: Full-time

Pay: $100,000.00 - $115,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• Bachelor's (Required)

Experience:

• Client servicing: 5 years (Required)

Ability to Relocate:

• Chicago, IL 60606: Relocate before starting work (Required)

Work Location: Hybrid remote in Chicago, IL 60606