Analyst, Client Services, Wealth Management Solutions

Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.

Job Description

Company Description

Ares Management Corporation (“Ares” or the “Firm”) is a publicly traded, leading global alternative asset manager with approximately $572 billion of assets under management ("AUM") and approximately 4,100 employees. We seek to deliver attractive returns across each of our strategies and believe our investment groups are market leaders based on assets under management and investment performance. Our distinct but complementary teams have the ability to invest across a company’s capital structure, from senior debt to common equity. The Firm was built upon the fundamental principle that each group benefits from being part of the broader platform. We believe the synergies from this multi-asset strategy provides our professionals with insights into industry trends, access to significant deal flow and the ability to assess relative value. 

Since our inception in 1997, we have adhered to a disciplined investment philosophy that focuses on delivering compelling risk-adjusted investment returns throughout market cycles. We believe our growth in becoming one of the largest alternative asset managers is a testament to our experienced management team, our focus on performance and our high-quality investor base, which includes large pension funds, university endowments, sovereign wealth funds, banks and insurance companies.

About Ares Wealth Management Solutions (AWMS)

Ares Wealth Management Solutions (AWMS) oversees the product development, distribution, marketing, and client management activities of investment offerings for the global wealth management channel. With a team of more than 140 professionals and backed by the power and scale of the Ares platform, AWMS represents one of the most resourced wealth distribution and client service teams in the alternatives industry. AWMS’ mission is to provide advisors and their clients access to innovative, solutions-oriented investment opportunities, across the Ares platform of industry leading credit, private equity, real estate, and secondaries strategies. Through our range of institutional and retail structures, coupled with excellent client service and educational resources, we help investors diversify their portfolios with private market solutions that can deliver consistent, long-term growth.

Position Summary

This Associate is responsible for assisting with client servicing and transfer agency operations within the AWMS client services department, which encompasses three key areas: Investor/Advisor Services, Transfer Agency Oversight, and Data Platform Solutions.

Primary Functions & Responsibilities

• Contribute to the design and execution of key processing workflows to ensure high-quality shareholder servicing for investors and advisors. Assist in overseeing client service teams handling inbound phone and written inquiries, researching and resolving shareholder-related matters, and making outbound calls as needed.

• Support third-party transfer agent functions by helping monitor service levels, assisting in workflow coordination between broker-dealer partners, and participating in technical, design, and operational reviews of distributions, redemptions, and purchases.

• Identify opportunities to streamline business operations through the application of technology.

• Collaborate with Ares Wealth Management Solutions and the introducing broker-dealer’s management team to enhance wholesaler operational education, improve processes, and contribute to optimizing the advisor and home office operational experience.

• Support the development and implementation of training and onboarding initiatives to ensure a seamless integration of new team members and enhance operational efficiency

Experience Required

• 3+ years of investor servicing in Alternative Investments either with financial intermediaries, transfer agents, or product sponsors

• Proven ability and strong desire to work in a fast-paced, entrepreneurial environment required.  

• Ability to learn and utilize service provider technology systems required. 

• Effective communication skills required, including ability to interact with external financial advisor clients and investors.

• Highly organized, with a conscientious approach to work and dependability required. 

• Proficient in Microsoft programs. 

• FINRA license is not required but welcome

Reporting Relationships

Compensation

$60,000 - $75,000

There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.