Karpus Investment Management is a dynamic organization that offers competitive compensation and excellent benefits.

Expanding Our Relationship Management Team

• If you are a Wealth Management professional who strives to make a difference in your clients’ financial future and you are tired of delivering long term sub-par performance to your clients, then you need to explore Relationship Management opportunities with Karpus Investment Management.
• We are seeking quality individuals that have a solid financial industries background, established relationships (high net worth individuals and/or institutional clients), and those who strive to deliver a superior client experience.

Attributes:

• Excellent communication skills, both oral and written.
• Ability to create an atmosphere of bonding and rapport.
• Understanding what the client wants or needs.
• Creating an up-front contract with the client that will meet their expectations.
• Develop relationships with interested parties of the client, either professional (attorney or accountant) or trusted members of the family.
• Communicate clearly with staff and operations.
• Ability to work in a team and yet be independently motivated.

Skill Set:

• Advanced financial markets knowledge and asset allocation skills.
• “Holistic” view of all clients’ investable assets.
• Ability to attract new business opportunities.
• Strong client retention skills.
• Ability to communicate our investment philosophy in a factual understandable fashion.
• Solid understanding of the impact of taxes.

We Offer:

• Competitive compensation packages with unlimited earning potential.
• 401K and Defined Benefit Plan (upon eligibility).
• Attractive vacation benefits.

We invite you to send your resume and discover if the Karpus choice will be the right one for you and your clients!