Celebrating our 17th year in business with over 34 years industry experience.
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Alternative Investment Consultant SEEKING: An Outside Sales Representative for the Alternative Investments division of a well-established, Five Star Rated, Independent, SEC Registered Investment Advisory Firm with corporate headquarters in the heart of Long Island half-way between Manhattan and the Hamptons.
If you are looking for an opportunity to use your skills in new ways, in an environment that promotes free thinking, presents extreme challenges, and makes a real impact — CCM is the place for you. Actions are guided by our core values, which are found in our standards of business conduct policies and procedures manual. To maintain and communicate market knowledge in order to ensure maximum efficiency across client community:. Work with new clients to ensure smooth on-boarding of products.
Work with Sales team on pitches when appropriate and to win new client business. Provide any training required to junior staff.
Manage the CCM Advisory Services Group, a team supporting the day-to-day requirements acting as a point of escalation for daily processing. Conrad Capital Management Disclosure.
Must have a book of business. Your presentation is firm and you know what you are talking about.
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You have a strong drive to perform but know when to be patient. Across all product areas Acoss all aspects of the interactions with Third party service providers, such as Prime brokers, Custodian Banks, Auditors, Administrators, Legal, trading systems ect..
To maintain and communicate market knowledge in order to ensure maximum efficiency across client community: The candidate must have an understanding of operational processes and technology in order to ensure knowledge within the group and communication out to the Client population remains current The role requires extensive interaction with clients and the ability to maintain and build excellent client relationships is a priority.
The candidate must have the skills to be able to interact with a number of different types of firms across operations at all levels, small, mid etc.
Due to the pressurized environment and the need to deal with issues on an ongoing basis it is necessary to maintain composure while remaining assertive when dealing with problems. Ability to communicate in a clear and concise way is vital.
To be discussed and will commensurate with experience E-mail your resume or call: Dalbar Seal As a financial professional rated by DALBAR, an independent financial services research firm based in Boston, Conrad Capital Management has joined an elite group of highly qualified and trusted financial professionals who have met the high standards of the DALBAR Program for Financial Professionals.
Conrad, an Investment Advisor Representative, President of Conrad Capital Management, a Registered Investment Advisor, has earned the DALBAR Financial Professional Seal, a national award that recognizes financial professionals who have achieved overall excellence in the areas of client trust, financial results, quality of advice and satisfaction.
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The DALBAR Program measures client's actual experiences with their financial professional. Professionals who earn the DALBAR Seal have exceeded national benchmarks in areas of trust, satisfaction, quality of advice and financial results.
MD Preferred Physician Services Donald Conrad of Conrad Capital Management has been named an MD Preferred Affiliated Financial Services Professional. Each year, US Medical Specialties, Inc. The goals of the MD Preferred Program include identifying, acknowledging, and promoting professionals who provide service excellence to the medical community.
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MD Preferred providers can be found at an online resource center, www. Paladin 5 Star Rated In , Paladin began providing services to investors who rely on planners, advisors, and money managers to help them achieve their financial goals. Background Checks, Quality Ratings, and Online Documentation for professionals who received the Registry's highest quality rating five stars. Conrad Capital has been awarded the five-star-rated FADD certification after passing Paladin's due diligence test in