Key Accounts Associate

Americas
Asset Management
New York

Lazard is one of the world’s leading financial advisory and asset management firms. Our people make the difference. With just over 3,000 employees, our tight-knit community allows for professionals eager to learn and willing to teach to connect and grow together. We believe that diversity, equity, inclusion, and allyship are not just business imperatives — they are central pillars of our employee experience. Our entrepreneurial culture and flat structure allow creative ideas and original concepts to drive our business forward — and for careers to take flight.

 

Many of the world’s leading investors — from individuals to institutions across the globe — have entrusted Lazard Asset Management. We pride ourselves in uncovering the best investment opportunities for our clients. The purpose of our asset management business is to help our clients invest for the future — whether it’s for retirement, to grow and preserve inter-generational wealth, or to benefit the organizations that make our world smarter, healthier and more sustainable.

 

 

The Financial Institutions Group Key Accounts team works as key partners in our National Accounts enterprise business development efforts. We are looking for a proactive professional to join our team as a Key Account Associate. This is an exciting and dynamic role that centralizes coordination and oversight of various client development service functions. As a valued member of our Sales and Marketing team, you will play a key role in contributing to client reporting, presentations, relationship management, and ad hoc client requests. You will work with National Accounts manager(s) to provide support coverage, strengthen existing relationships and develop new opportunities for our business.

 

 

 

We’ll trust you to:

 

  • Ensure all client reporting and due diligence questionnaires are completed, on time, and accurately
  • Coordinate and participate in meetings for National Account Managers (scheduling, preparing materials, and more)
  • Develop and maintain a strong understanding of competitor and industry products and services
  • Coordinate with the legal, compliance and operations departments on the review and approval of contracts and filings
  • Generate competitive research and analysis of Lazard’s investment mandates
  • Project manage the monthly/quarterly client servicing requests
  • Develop and refine investment product knowledge and positioning

 

 

 

You’ll need to have:

 

  • 1 to 4 years of experience in a Sales support or a strategic operational role
  • Demonstrate commitment to learning about asset management and our clients
  • The ability to move quickly and thoughtfully – and use good judgment
  • Clear, concise, and professional written and verbal communication skills
  • Knowledge of industry software including Strategic Insight, Morningstar Direct, & eVestment Alliance is a plus
  • Series 7 & 63 are preferred, but not required. Once hired, you will be required to obtain the Series 7 and 63 and 31 within 3 months of joining.

 

 

 

What we offer

 

We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career.

 

We expect the base salary range for this role to be approximately $80,000 – 100,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant’s years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role. Base salary is one component of Lazard Asset Management’s compensation package, which also includes comprehensive benefits and may include incentive compensation.

 

Does this sound like you?

 

Apply! We’ll get in touch on the next steps.

 

 

Inclusion at Lazard

Lazard is an intellectual capital business focused on delivering the best advice and solutions to clients. Achieving these objectives requires us to identify, develop and retain the best talent. A workforce comprised of people with varied backgrounds and experiences creates a rich diversity of thought that empowers us to challenge conventional wisdom, as diverse perspectives lead to better decisions.

 

Our appreciation of diversity’s strength is ingrained in our multicultural heritage. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respect for individual differences, which has been core to our success for 175 years.

 

The ongoing cultivation of an inclusive culture are essential to our continued growth. We are committed to sustaining an environment in which all employees – regardless of socioeconomic status, race, ethnicity, nationality, religion, gender, gender expression, sexual orientation, physical abilities, veteran or military status – can maximize their individual potential, as well as our collective success.

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