**Responsibilities:** + Acts as a primary external contact for clients across all tiers, responding to inquiries and delivering timely, high-quality insights. + Partners with distribution teams to support and drive new business opportunities across intermediary and institutional channels. + Develops compelling product narratives, positioning, and messaging tailored to Chartwell strategies. + Assists in the creation of presentations, commentaries, and marketing materials. + Coordinates with investment teams to support client meetings, due diligence requests, and ongoing communications. + Participates in strategic initiatives related to product development, positioning, and marketing campaigns. + Supports client service and reporting efforts as needed. + Maintains deep knowledge of competitors and peer strategies, including differentiation in investment philosophy, portfolio construction, and performance outcomes. + Represents Chartwell strategies in client meetings, finals presentations, and industry events. + Performs other duties and responsibilities as assigned. **Knowledge of:** + RJ and RJIM working structure, policies, mission, and strategies. + Fundamental concepts, principles, and practices used in the securities industry. + Fundamental concepts, principles, and practices of relationship management. + Financial markets and products, specifically fixed income. + Fundamental understanding of return attribution analysis. **Skill in:** + Interpreting and applying policies and procedures. + Preparing management reports. + Identifying trends and implementing appropriate corrective action. + Operating standard office equipment and using required software.application.to produce correspondence, reports, electronic communication, and spreadsheets. **Ability to:** + Communicate effectively, both orally and in writing, with all organizational levels including senior management. + Organize, manage, and track multiple detailed tasks and assignments with shifting priorities and deadlines in a fast-paced work environment with frequent interruptions. + Balance conflicting resource and priority demands. + Partner with other functional areas to accomplish objectives. + Work independently as well as collaboratively within a team environment. + Establish and maintain effective working relationships at all levels of the organization. **Educational/Previous Experience Requirements** + Bachelor's Degree (B.A.) in Finance or related field and a minimum of seven (7) years of experience in the financial services industry. + OR + Any equivalent combination of experience, education, and/or training approved by Human Resources. **Licenses/Certifications:** + Chartered Financial Analyst (CFA) preferable or ability to obtain within three years of hire + Series 7 license (current or ability to obtain within three months of hire)