Alternative Investment Sales Associate (hybrid)

Coda Search│Staffing; United States; On-site; USD 160,000 - 225,000; Full time

Benefits offered by this job

Medical Insurance

Vision Insurance

401(k)

Paid Paternity and Maternity Leave

Tuition and Student Loan Assistance

Child Care Support

Disability Insurance

Job summary

A leading global alternative asset manager is seeking a motivated Intermediary Internal Sales Associate. This role involves driving sales and nurturing relationships with Financial Professionals to promote investment products. The ideal candidate has a client-centric approach and experience in the financial industry.

Qualifications

• Minimum of 2+ years of financial industry experience in a sales capacity.
• FINRA Series 7 and 63 or 66 licenses required.

Responsibilities

• Build relationships with Financial Advisors through proactive interactions.
• Promote the sale of proprietary mutual funds.
• Utilize CRM system to log client activity.

Skills

Interpersonal Skills

Communication

Technical Skills

Planning

Organizational Skills

Education

Bachelor’s Degree

Job description

This range is provided by Coda Search│Staffing. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$160,000.00/yr - $225,000.00/yr

Job Description

Our client is a leading global alternative asset manager seeking a highly motivated Intermediary Internal Sales Associate. The role involves partnering with a Regional Director to provide internal sales coverage and nurture relationships with new and existing clients within assigned regions. The primary responsibility is to drive sales and build relationships with Financial Professionals, promoting the client’s suite of Investment products.

The ideal candidate will adopt a client-centric, sales-driven approach, collaborating with Registered Investment Advisors (RIA) and Broker/Dealers (BD) to increase mutual fund and other investment sales within the specified marketplace.

Responsibilities:

• Build relationships with Financial Advisors through high-quality, proactive interactions.
• Support major markets and directly manage secondary markets within their region.
• Promote the sale of the firm's proprietary mutual funds via internal and external distribution channels.
• Handle daily territory management tasks to ensure business efficacy and resource prioritization.
• Utilize the CRM system to log all client activity.
• Determine which financial products best suit potential advisors.

Qualifications:

• Bachelor’s degree or equivalent.
• Minimum of 2+ years of financial industry experience in a sales capacity with mutual funds and/or managed accounts/RIAs.
• At least 2 years of experience as an internal sales associate in the financial services industry.
• FINRA Series 7 license is required.
• FINRA Series 63 or 66 license is required within 30 days of hire.
• Excellent interpersonal, oral, and written communication skills.
• Strong technical skills.
• Excellent planning and organizational skills.

Additional Details:

Seniority level: Associate

Employment type: Full-time

Job function: Sales and Business Development

Industries: Banking, Capital Markets, and Financial Services

Referrals can increase your chances of interviewing at Coda Search│Staffing by 2x.

Inferred Benefits:

• Medical insurance
• Vision insurance
• 401(k)
• Paid paternity and maternity leave
• Tuition and student loan assistance
• Child care support
• Disability insurance