Senior Wealth Management Relationship Architect
cohen steersNew York (NY)
Senior Wealth Management Relationship Architect
Posted yesterday
cohen steersNew York (NY)
SENIORITY
Senior
About the role
Cohen & Steers, based in New York, seeks a Senior Associate, Internal Advisor Consultant to support financial advisors nationwide. You will partner with Regional Consultants to grow assets, respond to inquiries, and help with new business development across mutual funds, SMAs, Closed End Funds, private vehicles, and CITs.
The role requires 2–3 years' experience in financial services, Series 7 or 6, and a bachelor’s degree; MBA a plus.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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