Boly:Welch

Job Number: 15056

Salary: $105K-$155K DOE

Industry: Financial Services

What Matters Most:

  • 5+ years of experience in institutional advising
  • Fixed-income experience
  • Series 65 Required
  • CFA charter is highly preferred


Your New Role:
Bring your affinity for all things finance, a passion for high-touch service, and proven leadership experience to this collaboration-driven firm as Relationship Manager.

In this role, you’ll foster relationships with existing firm clients, primarily in the government sector. This is an outward-facing position, and you’ll expand the firm’s brand and reach through the development of educational presentations and proposals, contributing to and speaking at conferences.

You’ll also work directly with clients to identify their needs and implement plans to address them, while assisting in the development, management, and innovation of firm processes. Throughout, you’ll effectively manage client expectations and guide them through complex situations with tact.

They’re looking for someone who is self-motivated to exceed client expectations and has in-depth knowledge of fixed-income securities and markets. Does this sound like you?

This position is primarily in-office.


Your New Organization:
This small firm provides independent and unbiased fixed-income investment advice. The senior advisors saw an increasing need for investment advice for cities, counties, transit and port authorities, water districts, universities, and all types of public funds that are managing their general operating, bond proceeds, and restricted funds, and has positioned the firm to fill this gap. Their team philosophy is to lead by the power of partnership, so providing quality service is key.

The benefits package includes an annual discretionary bonus, ongoing education support, 401(k), medical, dental, and vision insurance, as well as generous PTO and paid holidays.

Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.

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To apply for this job please visit apply.bolywelch.com.

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