Covestor Investment Management (CVIM) is the Registered Investment Advisory arm of Covestor. It offers its clients a managed account service with investment models based on the portfolios of the self-directed investors who share their positions on the Covestor.com website.

We are seeking a hands-on Client Services Manager to assume responsibility for CVIM Client relations. The successful candidate will manage relationships with Covestor’s clients and build the necessary supporting processes.

Responsibilities include:

•    communicating CVIM’s product offerings to prospects

•    managing the client take on process

•    providing ongoing customer service and support to CVIM’s client base

•    managing the sales pipeline and outreach to prospects

The successful candidate will work closely with the Trading and Compliance teams.

The position requires a rigorous, detailed and self-confident individual with strong project management skills and excellent written and oral communication. 

You will be passionate about customer service, having held similar customer facing roles for at least 5 years.  Prior sales experience is desired but not mandatory.

This is a key position in our New York office, one of the first hires for CVIM, reporting to the President.

What to do Next...
This is a fantastic opportunity to join a dynamic, innovative, start-up company at the cutting edge of finance.  If you're a passionate and energetic individual with the necessary gravitas and relevant experience, don't delay!  Send us your resume and current salary details together with a short summary detailing specific experience related to fulfilling this challenging and exciting role to jobs [at] covestor.com.

Please apply before 17 October 2008.

** Note: We are unable to consider applicants not entitled to work in the United States or unable to attend interviews in New York. **