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Employment Opportunities
Client Relationship
Manager
WRIGHT seeks a highly motivated professional to
service existing client relationships and establish new
relationships with banks and trust companies that outsource all or a
part of their investment function. The assigned territory for this
position will be part of the U.S. The office location of the
successful candidate can be either Milford, CT or the candidate's
home office. To be effective in this role the successful candidate
must spend 50% of his or her time traveling to and meeting with
clients and prospects.
Position
Requirements: A minimum of 5 years of investment sales and/or
service experience. A thorough understanding of investment concepts
and products. Outstanding communication and presentation skills.
Must be a team player. Experience with community bank trust
departments and/or trust companies is desirable. Professional
credentials such as a CFA, CFP and NASD licensing are desirable.
Base salary will depend on experience. A bonus program that pays a
significant portion of revenue increases related to the development
of new assets under management from existing clients and from newly
developed clients will be available.
Financial Services Associate
WRIGHT seeks
a highly motivated professional for our support team, assisting
service and sales professionals in all areas of client support. This
is a fast-paced, highly visible, hands-on position. Responsibilities
include preparing materials for account review presentations and
proposals. Account performance analysis is involved.
Position
requirements: Proficiency in Microsoft PowerPoint and Excel,
excellent mathematical and analytical skills and a high degree of
accuracy. The incumbent must be able to multi-task and work under
the pressure of deadlines. BS in Finance, Economics or Accounting
preferred. Series 6/63 licenses a plus. Salary commensurate with
experience. Experience preferred, but willing to train the right
person.
All Positions
WRIGHT offers paid vacation, health and dental
benefits, 401(k) program and a tuition-reimbursement plan. Free
parking, easy access from both Merritt/Wilbur Cross Parkways and
I-95. For any of the openings listed above send your resume and
salary requirements via e-mail (humanresources@wisi.com),
fax (203-783-4464) or by surface mail (Wright Investors Service,
Attn: Human Resources, 440 Wheelers Farms Road, Milford, CT 06461.
NO telephone calls, please. WRIGHT is an EOE, M/F/V.
Human Resources Department
humanresources@wisi.com
Wright
Investors’ Service, Inc.
440 Wheeler’s
Farms Road
Milford, CT
06461
FAX: (203)
783-4464
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