🛠 Tech Stack

💼 About This Role

You'll partner with senior team members to build relationships with investment consultants and support fundraising initiatives. You'll gain direct exposure to the world's largest institutional investors. This role offers a strong foundation for a career at a growing investment firm.

🎯 What You'll Do

• Partner with GCR Relationship Managers to build consultant relationships.
• Support fundraising through meeting preparation and client events.
• Manage CRM data and oversee sales pipeline for assigned territory.
• Coordinate with internal teams for client reporting and info requests.

📋 Requirements

• 0–3 years of experience in financial services
• Bachelor's degree required
• Obtain FINRA Series 7 and 63 licenses within 6 months
• Proficiency in Salesforce and Microsoft Office

✨ Nice to Have

• Internship experience in relevant field
• Existing SIE license