Reports to: Director, Internal Sales Desk Manager
Provides service to financial advisors throughout the country working in partnership with Regional Managers to maintain and cultivate relationships. Primary responsibilities are providing support to Regional Managers in the development of new business, maintenance of existing relationships, responding to requests and resolving account issues and inquiries from financial advisors regarding separately managed accounts and mutual funds.
KNOWLEDGE, SKILLS AND ABILITIES:
EDUCATION AND EXPERIENCE:
Extensive use of computers.
AMG Funds provides access to many of Affiliated Managers Group’s (AMG) boutique investment Affiliates through our family of mutual funds, separately managed accounts and asset-allocation products. In addition, we oversee and distribute a number of complementary open-architecture mutual funds subadvised by unaffiliated investment managers. This broad combination of investment products allows us to serve the needs of the financial advisor community and their clients. With AMG Funds, you can rely on our distinctive array of actively managed, return-oriented investment strategies to help your clients achieve their long-term investing goals.
AMG Funds LLC is a wholly owned subsidiary and the U.S. retail distribution arm of Affiliated Managers Group, Inc. AMG is a global asset management company with investments in leading boutique investment management firms. For over 20 years, AMG has partnered with these firms using direct equity ownership.