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Two Sigma

Quantitative finance firm building predictive models

Wealth Channel Relationship Manager

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • At least 5 years of experience in institutional money management, investment consulting, or wealth management.
  • A bachelor's degree (BA/BS) with a strong academic record.
  • Strong analytical and financial skills, including comfort with complex investment products and portfolio concepts.
  • Strong verbal and written communication skills, including the ability to present to sophisticated investors.
  • Strong organization and attention to detail.
  • Ability to solve problems with appropriate oversight and direction.

Responsibilities

  • Identify and build relationships in private banking and wealth management networks, deepen connections, originate new opportunities, and guide clients through diligence and onboarding.
  • Develop a deep understanding of the firm's vision and offerings to position it as a differentiated investment manager.
  • Anticipate clients' complex financial needs and offer solutions through a range of products, informed by rigorous client profiling.
  • Provide high-touch client engagement through face-to-face meetings at clients' preferred locations, consistent communication, and access to firm content and resources.
  • Proactively source, acquire, and expand high-value relationships by maximizing sales and service opportunities.
  • Manage client follow-up and adhere to regulatory and compliance operating procedures.
  • Travel throughout the United States for in-person client meetings, prospect visits, and industry events.

Desired Qualifications

  • Experience covering ultra-high-net-worth, private bank, and/or family office channels is strongly preferred.
  • A strong understanding of the hedge fund space, systematic strategies, and tax-aware investing is highly preferred.

About the Company

Two Sigma

Quantitative finance firm building predictive models

Two Sigma is a financial sciences firm that uses data analysis, rigorous inquiry, and invention to tackle complex problems in investment management, securities, private equity, insurance technology, and venture capital. Its product approach centers on building sophisticated predictive models powered by extraordinary computing power and vast data. Modelers and engineers test ideas with information and iterative improvement to drive progress. Compared with many peers, Two Sigma differentiates itself through a data-driven, model-centric investment process that relies on large-scale computing and extensive datasets rather than relying on traditional methods alone. The company aims to solve the toughest challenges in its fields and advance investment outcomes by continuously refining predictive models through experimentation.

Company size
1,001-5,000
Company stage
Not listed
Total funding
$378.2M
Headquarters
New York City, New York
Founded
2001

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