Client and Financial Advisor Communications Specialist

Who We Are:

Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.

Job Description:

The Client and Financial Advisor Communications Specialist will mainly work alongside the Sales and Marketing team to distribute relevant and timely messages and content for clients and Financial Advisors. This position works with representatives from across the Oppenheimer Asset Management business lines to collaborate and help address specific communication needs, including marketing materials, client letters, and Financial Advisor announcements as well as helping with conferences, system wide calls and events.

Responsibilities:

• Assist in the communications process to distribute pertinent information to Financial Advisors and end clients in regards to asset management related products and services
• Gather insights and messaging from subject matter experts to help prepare and develop collateral materials including presentations, fact sheets, talking points, advisory information and emails
• Coordinate the review and approval process of marketing materials through Legal and Compliance
• Assist in the update and maintenance of the intranet for the different OAM departments
• Create and maintain custom distribution lists within Outlook for various products and offerings
• Work with Investor Services and Operations to deliver timely communications to end clients
• Maintain current knowledge of effective methods of communications with several audiences
• Ensure quality, accuracy and completeness of communications
• Serves as the escalation point for issues with communications

Qualifications:

• 0-3 years of experience working in the financial markets or similar role
• Understanding and familiarity with traditional and alternative asset classes
• Well organized and able to deliver accurate and coherent deliverables in a fast paced environment meeting deadline requirements
• Outstanding verbal and communication skills
• Experienced with Microsoft Office products
• BA or BS in related field

Compensation:

For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $80,000 - $90,000 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.