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

Education & Technical Skills

Supervisory Responsibilities : Not at this time.

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

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

Forum Core Values :

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.

How to Apply

If you are interested in this role, please contact Jobs@ForumIG.com.