Longboard - Client Relationship Manager

Longboard Asset Management seeks a Client Relationship Manager in its Phoenix, Arizona office.

Who are we?

Longboard Asset Management is an alternative mutual fund manager, specializing in long-term trend following strategies. Our team of alternative investment consultants works directly with financial professionals on how to maximize the potential of their portfolios.

Why do you want to work here?

You will be joining a rapidly growing organization that seeks world-class excellence and fosters an environment of freedom and responsibility. As a Longboard team member your tenacity and genuine desire to learn will be rewarded with opportunity for growth and continued development of your talent.

What will you be doing?

Client Relationship Managers play a critical role in serving our clients in partnership with Account Executives. Managing a variety of administrative and client support activities, they possess strong written and verbal communication skills, build strong relationships with their clients and support our commitment to provide a premium experience to our clients. The CRM plays an important role in bringing new clients in to the firm as well as retaining existing clients.

You must be extraordinarily organized and detail-oriented, as you will have a deeper understanding of the client and where they are in the sales process than anyone else on the team. Your organizational abilities will be very useful when coordinating due diligence meetings with clients, preparing follow up documentation and materials for in person meetings, navigating our customer relationship management software, and organizing the Account Executive's travel and schedule. Your social awareness and interpersonal skills are necessary for interacting with a large team and high net-worth clients over the phone.

You might be a Longboarder if you:

  • Thrive in environments that value high achievement,
  • Can make things happen without a playbook,
  • Seek more challenges and responsibility,
  • Enjoy working on a team of tightly-aligned, A players,
  • Innovate constantly, never resting on your laurels,
  • Take smart risks and acknowledge the critical role of failure in success,
  • Enjoy expanding your knowledge and your skills.

CLICK HERE to apply directly through Longboard Asset Management.

 

Click the "Apply" button, located below, and we'll notify our Longboard contact of your interest.

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