Senior Associate - Client Portfolio Manager

Posting Duration: This posting will close September 19, 2025, and will only be extended if we need to see more candidates to fill the position.

Position Summary:

The Senior Associate - Client Portfolio Manager is responsible for the execution and support of all sales, service, and marketing-related activities. The Senior Associate - Client Portfolio Manager is responsible for directly supporting the sales and marketing efforts of the Managing Director(s), while also building out their own pipeline of sales opportunities. This role is responsible for managing existing relationships and creating new relationships through a consultative sales approach and regular communications (phone calls, emails, etc.). Applicants for this position should have a commercial focus, a strong work ethic, excellent communication and organizational skills, and a competitive drive to succeed.

Essential Functions:

• Assist Business Development team in development and execution of department business plans in support of company goals.
• Proactively provide sales and service support by assisting with questions, forms/documents assistance, and working as a liaison to help with resolution of operational items.
• Ability to independently convert leads to prospects by effectively communicating our product offerings through proactive and consistent follow-up including, but not limited to phone calls, email communications, webinars, meetings, presentations, and social media postings.
• Continue to develop, organize, and manage CRM database.
• Coordinate scheduling business development appointments and meetings to ensure productive sales days; record/document conversations, activity, and meetings.
• Responsible for managing the process of follow-up on new leads and referrals resulting from field activity, ensuring timely delivery and follow-through of all items.
• Understand relevant regulatory environment and act within those parameters.

Skills, Qualifications, Additional Responsibilities

• Must have excellent interpersonal, relationship-building and customer service skills, with a strong desire to win.
• Highly motivated, proactive self-starter with the ability to work both independently as well as collaboratively in a fast paced, entrepreneurial environment.
• Strong verbal and written communication skills with a clear ability to effectively coordinate with a wide variety of professionals at all levels and departments within and outside of the organization.
• Ability to solve problems independently with limited information.
• Proven history of organizing information from disparate sources.
• Exceptional attention to detail with proven ability to prioritize multiple tasks.
• Prior experience in a customer-focused sales support role.
• Working knowledge and passion for financial markets and real estate finance desired.

Education & Technical Skills

• Bachelor's degree in business-related field; or equivalent work/industry experience.
• Minimum 2 years' previous work experience, preferably in the financial services and/or real estate industry.
• FINRA 7 and 63 strongly preferred.
• Experience working with RIAs is a plus.
• Advanced Proficiency in Microsoft Suite: Word, PowerPoint, Excel.
• Proficiency with HubSpot CRM a plus.

Supervisory Responsibilities: Not at this time.

Competencies: To perform this job successfully, the individual should demonstrate the following competencies:

1. Achievement Focus: Demonstrates persistence and overcomes obstacles; measures self against standard of excellence; recognizes and acts on opportunities; sets and achieves challenging goals; takes calculated risks to accomplish goals.
2. Customer Service: Displays courtesy and sensitivity; Manages difficult or emotional customer situations; Meets commitments; Responds promptly to customer needs; Solicits customer feedback to improve service.
3. Judgement: Displays willingness to make decisions; Exhibits sound and accurate judgment; Includes appropriate people in decision making process; Makes timely decisions; Supports and explains reasoning for decisions.
4. Business Acumen: Understands business implications of decisions; displays orientation to profitability; demonstrates knowledge of market and competition; aligns work with strategic goals.
5. Adaptability: Accepts criticism and feedback; Adapts to changes in the work environment; Changes approach or method to best fit the situation.
6. Problem Solving: Develops alternative solutions; Gathers and analyzes information skillfully; Identifies problems in a timely manner; Resolves problems in early stages; Works well in group problem solving situations.
7. Quality: Applies feedback to improve performance; Demonstrates accuracy and thoroughness; Displays commitment to excellence; Looks for ways to improve and promote quality; Monitors own work to ensure quality.
8. Teamwork: Balances team and individual responsibilities; Contributes to building a positive team spirit; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Puts success of team above own interests.
9. Cooperation: Displays positive outlook and pleasant manner; Establishes and maintains effective relations; Exhibits tact and consideration; Offers assistance and support to co-workers; Works actively to resolve conflicts; Works cooperatively in group situations.
10. Analytical: Collects and researches data; designs workflows and procedures; identifies data relationships and dependencies; synthesizes complex or diverse information; uses intuition and experience to complement data.

In addition to the above job-specific competencies, all Forum employees are expected to demonstrate these Forum Core Values:

Forum Core Values:

• Driven: Ambitious and achievement-oriented; hungry for progress; never accept the status quo; always be forward thinking
• Collaborative: Participation is a must; share ideas and include others; encourage teamwork; be a team player
• Conviction: Speak up with confidence; be curious - ask questions; think critically and connect the dots
• Humble: Be vulnerable - no one is perfect; lead with empathy - it builds trust; stay grounded, honest and open

Physical Demands:

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; stoop, kneel, crouch, or crawl and talk or hear. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision. Travel is required.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Compensation Information:

Base salary range is $90,000 to $130,000. This range is estimated for this role; actual pay may be different. This position could be hired as a Senior Associate or an Associate Director depending on the level of experience we find.

Benefits for full-time employees include medical, dental, vision, life insurance, long-term and short-term disability insurance, employee assistance program, Health Savings Accounts, Flexible Spending Accounts, 401(k) with company match program, 12 paid company holidays, self-managed PTO, anniversary milestone program/awards, gift matching program.