Senior Associate, Global Strategic Accounts

Job Title: Senior Associate, Global Strategic Accounts

Department: Enterprise Wealth

Reports To: SVP, Head of Global Strategic Accounts

FLSA Code: Exempt

Estimated Salary: $105,000 - $120,000

Job Summary:

The Senior Associate will be responsible for supporting the relationship manager(s) in all aspects of client engagements and in the execution of strategic goals for the Firm and the department. In this role, the Senior Associate will also work closely with colleagues in the Global Strategic Accounts Group and Wealth Management, as well as other departments across the firm. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.

Major Responsibilities/Activities:

• Primary responsibility will be to work with senior relationship managers on raising and retaining assets at focus firms

• Client Service

• Serve as main point of contact to external/internal distribution team in-bound questions

• Facilitate and liaison for data requests, RFPs, 15c, reoccurring compliance/operational questionnaires, due-diligence processes and responses to inbound questions

• Organize meetings, calls, and pre-meeting prep for Portfolio Managers and internal teams

• Sub-advisory servicing

• Create timely responses for deliverables as follow-ups to meetings

• Senior Leadership / Strategic Initiatives

• Maintain internal reporting to senior leadership

• Track and maintain pipeline

• Assist in the development of business plans and quarterly business reviews as a means to track activity and progress

• Assist in utilization and maintenance of CRM system

• Responsible for participating in and contributing to department-wide projects and initiatives

• Digital Marketing / Sales

• Work closely with CRM/Data Quality and Channel Marketing partners to better segment home office and research clients for digital marketing automation

• Collaborate with sales leadership and channel marketing partners to organize a coordinated digital outreach plan for smaller firms

• Analyze client research, asset allocators' activity, and manager lineups through investor databases (e.g., Morningstar, Broadridge, WalletShare) and industry trade publications (e.g., Fundfire, Ignites, FUSE, Dakota)

• Maintain current marketing materials in 4U in coordination with marketing team

• Work closely with Channel Marketing partners to prepare presentations, campaigns and other collateral to assist in the sales effort

• Develop and refine sales acumen and process mechanics to directly support the external business development effort

• Collaborate and build internal partnerships with Marketing, Legal, Compliance, Investments, Product, Ops and others

• Live the core values of Cohen & Steers and serve as an ambassador of the firm to external constituencies

Minimum Requirements:

• Bachelor's degree from an accredited college
• 2+ years of related client service experience required or strong internship experience
• Series 7 and Series 63 licenses (can attain after joining C&S)
• Skilled use of Excel, Word and PowerPoint
• Experience in sales
• Excellent communication and writing skills
• Strong attention to detail and organization skills
• Must be able to prioritize and multi-task in deadline driven environment
• Knowledge of real asset investments/private real estate is a plus
• Knowledge of the institutional asset management business and/or mutual fund industry
• Demonstrates inclusive behaviors in support of a culture that values diverse perspectives
• Is able to abide by the firm's hybrid work arrangement policy in New York City office (4 days in-office/1 day remote)

Note: This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. The job title or duties and responsibilities may be changed by the Company at any time.