One of the top global investment firms in the world.
Responsibilities:
- Will assist external sales professionals to achieve territory sales goals through various methods.
- Solicit new investment product sales within a geographic region through RIAs and family offices.
- Make sales calls on a daily basis to build relationships and find sales opportunities to include campaigns and new business.
- Responsible for scheduling weekly meetings with existing clients / prospective ones.
- Follow up on leads and answer inquiries from the activities and marketing efforts of the sales professionals.
- Attend in person client meetings when necessary.
Qualifications:
- Bachelor's degree required.
- Series 7 and 66 required.
- 2-3 years of prior sales and marketing BD experience with a focus on RIAs.
