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Direct Institutional Sales West Coast
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Job Description
- Req#: R-0008447
Employer Industry: Investment Management
Why consider this job opportunity:
- Salary up to $150,000.00
- Opportunity for career advancement and growth within the organization
- Significant travel opportunities, approximately 75% of the time
- Flexibility to work remotely
- Chance to build and maintain relationships with influential industry stakeholders
- Be part of a people-first culture that values diversity and inclusion
What to Expect (Job Responsibilities):
- Manage a significant portion of the employer’s affiliate direct calling efforts in the Western U.S.
- Collaborate and communicate with Client Portfolio Management, Institutional Sales, and affiliates
- Identify and pursue new business opportunities with plan sponsors and close sales to institutional accounts
- Provide comprehensive call notes and market feedback on affiliate products and industry trends
- Review RFPs for potential clients and maintain the CRM system
What is Required (Qualifications):
- Bachelor's Degree in Finance or Business
- At least 10 years of experience in asset management
- Minimum of 5 years of experience in a consultant relations role for a multi-capability institutional investment management firm
- Proven track record of gaining product ratings and generating AUM and revenue
- SIE and FINRA Series 7 License required
How to Stand Out (Preferred Qualifications):
- Extensive knowledge of the investment management industry and investment consultants
- Strong detail orientation and effective communication skills
- Ability to manage multiple tasks and changing priorities in a fast-paced environment
#InvestmentManagement #SalesOpportunity #RemoteWork #CareerGrowth #DiversityAndInclusion
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