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At Alesco, employee experience is just as important as client experience. We believe our core values of service, integrity, and value extend to our own people through a work environment based on professional growth, expertise, work-life balance, and a family atmosphere. Together we celebrate and recognize the investment successes of our clients.

All employees at Alesco are offered a wide range of benefits including medical, retirement, paid time off, and more.

Open positions are listed below. Interested applicants should forward cover letter and résumé to sburke@alescoadvisors.com.

 


 

Location: Buffalo, NY

Firm Overview
Alesco Advisors LLC is an independent, employee-owned, SEC-registered investment advisor (RIA). Alesco’s emphasis on SERVICE, INTEGRITY, and VALUE guides our client-first ethos. We strive to provide superior investment advice and to add value through our service, our focus on net results, and our commitment to provide an independent perspective of the marketplace. We work with institutional and individual clients, including foundations and endowments, defined benefit and defined contribution retirement plans, corporate taxable accounts, trusts, IRAs, and individual taxable accounts.

Position Overview
Alesco is seeking a Client Advisor to lead the firm’s outreach efforts in and around the Buffalo, NY MSA. Reporting to the firm’s Chief Growth Officer, the Client Advisor will provide service to certain Alesco clients, and will actively develop a strong pipeline of new business opportunities for the firm.

Essential Job Duties and Responsibilities:

  • Develop a robust pipeline of new business opportunities via direct outreach and prospecting within the institutional, high net worth, and qualified plan realms
  • Deliver class-defining service to current Alesco clients, offering education and regular portfolio reviews, while demonstrating the highest ethical standards and embracing of the firm’s fiduciary responsibility
  • Identify and help to develop strategic relationships with partners and centers of influence
  • Work collaboratively with clients and prospects to define investment needs, offering appropriate solutions to match clients’ risk tolerance and objectives
  • Work with sales and marketing teams to implement macro and micro business development initiatives
  • Work closely with Investment organization to deploy appropriate investment strategies for clients
  • Collaborate with Performance organization to represent accurate performance to clients and prospects in a digestible manner
  • Assist in writing marketing communications and other firm-level communications to clients and prospects

Skills/Qualifications:

  • Client-first, service-orientation
  • A proven record of developing business within a financial services organization
  • Series 65, or ability to obtain within six months of hire
  • A collaborative team player, able to work with and through others
  • Excellent verbal, written, and listening skills
  • A high level of motivation and autonomy

 

Interested applicants should forward cover letter and resume to sburke@alescoadvisors.com.

Alesco Advisors LLC is an Equal Opportunity Employer

 

 


 

Location: Rochester, NY

Firm Overview
Alesco Advisors LLC is an independent, employee-owned, SEC-registered investment advisor (RIA). Alesco’s emphasis on SERVICE, INTEGRITY, and VALUE guides our client-first ethos. We strive to provide superior investment advice and to add value through our service, our focus on net results, and our commitment to provide an independent perspective of the marketplace. We work with institutional and individual clients, including foundations and endowments, defined benefit and defined contribution retirement plans, corporate taxable accounts, trusts, IRAs, and individual taxable accounts.

Position Overview
Alesco is seeking a Client Service Specialist. Reporting to the VP of Administration, the Client Service Specialist will provide account administration and service to the firm’s individual and institutional clients.

Essential Job Duties and Responsibilities:

  • Assure all money movement requests are submitted accurately, confirm their completion and follow-up with client
  • Open new accounts which include the collection of client information, preparation of required documentation, and confirmation of asset acceptability and transfer
  • Process client directives
  • Maintain schedule of client reviews and coordination of client meetings
  • Act as client liaison between client and custodians, establish professional working relationship for all parties – client, custodian and the organization
  • Maintain client data base for client communications and tax reports
  • Facilitate information exchange between internal departments and external parties in regards to changes/updates on existing accounts
  • Research and work to resolve client problems/issues as appropriate or assigned, recommend solutions and elevate as needed
  • Perform projects and prioritize tasks

Skills/Qualifications:

  • 5+ years relevant experience, preferred
  • Motivated and self-starter
  • A collaborative team player, able to work with and through others
  • Client first attitude
  • Excellent communication and listening skills

 

Interested applicants should forward cover letter and resume to sburke@alescoadvisors.com.

Alesco Advisors LLC is an Equal Opportunity Employer