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Job description
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
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
Qualifications
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
Seniority level
Associate
Employment type
Full-time
Job function
Business Development, Sales, and Finance
Industries
Financial Services, Investment Management, and Capital Markets
Inferred from the description for this job
Medical insurance
Pension plan
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Worksite address
san francisco, CA, 94199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.