California Jobs
External Sales Associate Asset Management Firm
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Job Description
- Req#: 32738350149
- Research and identify qualified prospective clients using the firm resources including third party contact databases, and the firm's Salesforce CRM system
- Nurture relationships with financial advisors to uncover new opportunities
- Proactively contact prospective investment professionals across the country via phone and email with the goal of scheduling calls and meetings
- Uncover prospects' active manager searches, understand search criteria, urgency, and present solutions
- Maintain, update, and provide research on clients and prospects for the firm's Salesforce CRM system
- Qualify inbound leads and add opportunities to the sales funnel
- Proactively support team initiatives and complete special projects and other duties as assigned
- When not traveling, make extensive cold calls for prospective clients (typically financial advisors or other investment professionals) to schedule 10 new meetings per week
- Meet with the clients you schedule—by traveling in person or on Zoom
- Persistently work toward exceeding daily and monthly sales activity quotas
- Knowledgeably and promptly answer client questions and address client requests including follow up with technical analysis and other due diligence related questions
- Contribute to the firm's marketing and sales strategy: Create sales plans for specific client types (Banks, Registered Investment Advisors, Wirehouses, Broker Dealers, etc.), and develop strategies for competitive differentiation
- Keep abreast of current equity market and economic trends
- Work towards Chartered Financial Analyst (CFA) or equivalent designation if applicable
- Minimum of 1 year of recent sales experience with a demonstrated track record of sales success (experience selling mutual funds, ETF's and/or other investment products with an asset management firm and/or distribution organization is desired)
- Cold calling experience
- An understanding of traditional investment strategies, as well as various investment vehicles including mutual funds, separate accounts, collective investment trusts
- Excellent verbal and written communication and presentation skills
- Strong technology skills including proficiency in Microsoft Word, Excel, PowerPoint, Outlook as well as CRM Systems such as Salesforce.com and other related programs
- Critical thinking capabilities, strong initiative, and the aptitude to continue to learn and understand the financial services industry
- Bachelor's degree required. Finance, Economics, or Business major is a plus but not required. CFA, CIMA, CAIA, or CFP certification is a plus.
- High level of personal integrity and the ability to work independently in a boutique firm with minimal supervision
- Willingness to travel across the United States
A top tier investment management firm in the Bay area has an opening for an External Sales Associate to join their business development team. The firm is a Mid-Sized Asset Management Firm with a strong track record of success and a unique approach to investing which is unmatched by their competitors.
Responsibilities:
Qualifications:
About the company
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