Confidential · 16 hours ago
External Sales Associate Asset Management Firm
San Francisco Bay Area
Full-time
Onsite
Entry Level
$85K/yr - $90K/yr
1+ years expConfidential is a top tier investment management firm located in the Bay area, and they are seeking an External Sales Associate to join their business development team. The role involves researching and identifying prospective clients, nurturing relationships with financial advisors, and proactively contacting investment professionals to schedule meetings.
Marketing & Advertising
Hiring Manager
Rosanne Sessions
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
Qualification
Required
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
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
Preferred
CFA, CIMA, CAIA, or CFP certification is a plus
Company
Confidential
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Silicon Valley, California US, US
51-200 employeesFunding
Current Stage
Growth StageLeadership Team
Roshan Syed
Global Talent Partner
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