Client Strategy & Investment Solutions Sales Specialist

Sterling Capital Management LLC; Charlotte (NC); On-site; USD 70,000 - 120,000; Full time

Job summary

Sterling Capital Management LLC, headquartered in Charlotte, NC, seeks a hands-on Sales professional to support Client Strategists in building relationships with financial intermediaries and driving assets under management. You will help identify prospects and promote Sterling Capital’s investment solutions.

The role emphasizes developing sales strategies, presenting plans, and collaborating with advisors and consultants to grow business and retain clients.

Qualifications

• Bachelor’s degree or equivalent education required.
• 2 years of investment sales or related industry experience.
• FINRA Series 7 & 66 (or similar) required.
• Strong verbal and written communication skills.
• Analytical skills and sound business judgment.
• Independent self-starter with a passion for sales.
• Proficiency with Microsoft Office.
• Ability to travel, occasionally overnight.

Responsibilities

• Support Client Strategist to build relationships and grow/retain assets.
• Develop and recruit new business prospects, and retain/expand existing relationships.
• Act as liaison between Client Strategist and advisors/consultants.
• Develop and execute sales strategies and prepare sales materials.
• Provide information to generate sales for Client Strategists/advisors.
• Research market data and maintain knowledge of financial markets and Sterling’s solutions.
• Communicate complex information clearly to influence sales of Sterling’s investment solutions.
• Serve as contact for advisors, banks, and financial planners to maximize sales.

Skills

Investment sales

Verbal communication

Written communication

Analytical skills

Self-starter

Microsoft Office

Education

Bachelor’s degree or equivalent

Tools

FINRA Series 7 & 66?

Job description

Sterling Capital Management LLC, headquartered in Charlotte, NC, seeks a hands-on Sales professional to support Client Strategists in building relationships with financial intermediaries and driving assets under management. You will help identify prospects and promote Sterling Capital’s investment solutions.

The role emphasizes developing sales strategies, presenting plans, and collaborating with advisors and consultants to grow business and retain clients.