External Sales Associate

Confidential; San Francisco (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

Confidential in the San Francisco Bay Area seeks an Advisor Consultant External Sales Associate to join the business development team. The role emphasizes proactive prospecting, nurturing relationships with financial advisors, and meeting sales quotas through high-volume outreach and strategic account development.

The candidate should have at least 1 year of sales experience, familiarity with mutual funds/ETFs, and strong communication, with travel across the United States expected.

Qualifications

• 1 year of sales experience with a track record of success.
• Experience selling mutual funds, ETFs, and/or other investment products is preferred.
• Strong verbal and written communication and presentation skills.

Responsibilities

• Identify and research qualified prospective clients using firm resources and Salesforce.
• Nurture relationships with financial advisors to uncover opportunities.
• Cold call prospective investment professionals nationwide to schedule calls/meetings.
• Qualify inbound leads and add opportunities to the funnel.
• Travel across the United States to meet clients and prospects, including virtual meetings.
• Contribute to sales plans and marketing strategies for client types.

Skills

Cold calling

Prospecting

Relationship building

Communication

Presentation skills

CRM proficiency

Education

Bachelor’s degree in Finance, Economics or Business

CFA / CAIA / CFP certification preferred

Tools

Salesforce

MS Office

Job description

A top tier investment management firm in the Bay area has an opening for an Advisor Consultant 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