Client Relationship Sales Associate in Investment Management

Client Relationship Sales Associate in Investment Management

About The Role: Main Management (SF-Based Investment Manager) is looking to expand our cohesive team with a new Client Relationship Associate. This role offers a unique opportunity to form deep connections with our clients within our flexible, small-team culture, while also learning about the broader financial markets from industry veterans.

This position is ideal for someone who thrives in a fast-paced environment where individual responsibility is balanced with teamwork. We are seeking a quick learner with a professional presence. If you are passionate about cultivating strong relationships, working with partners to generate sales leads, eager to learn more about financial markets, and ready to make a significant impact, we would love to hear from you. The salary is negotiable.

About Main Management: Main Management, LLC is an SEC Registered Investment Advisor that provides innovative and unique investment solutions for financial advisors, high net worth clients, endowments, and family offices. Founded by three industry veterans with over 100 years of combined experience, Main Management focuses on the complete client experience by paying significant attention to the post-fee and post-tax results across various market conditions. As a fiduciary to their clients, Main Management believes that investors should keep more of their investment returns. With a team-based approach, a client-centric culture, and an external advisory board of senior investment leaders, Main Management strives to offer exceptional service and value to its clients.

Responsibilities:

1. Provide crucial support to our client relationship teams to enhance and sustain our client connections.
2. Work with directors and vice presidents to build relationships with financial advisors and implement business strategies.
3. Assist in the creation of engaging communication materials that detail our investment strategies.
4. Develop a comprehensive understanding of our investment strategies to better assist our clients.
5. Contact current and prospective clients through phone calls and emails to uncover needs and provide solutions.
6. Serve as a dependable point of contact for our clients, advocating for their needs and interests.

Qualifications:

1. Passion for financial industry and markets.
2. A bachelor’s degree and 1-3 years of work experience ideal.
3. Based in the San Francisco area, or willing to relocate.
4. Strong organizational skills, comfortable with handling multiple tasks simultaneously.
5. Self-starter who takes initiative and appreciates the value of teamwork.
6. Comfortable on the phone.
7. Must have Series 65 license.

We value our team members and believe in fostering an environment where individuals can thrive and build lasting careers. If you are passionate about finance and share our vision for a collaborative and stable workplace, we encourage you to apply.

To apply, please send your resume to our Managing Partner, Darol Ryan, at with the subject line “ Client Relationship Sales Associate”