External Sales Associate Asset Management Firm

Confidential; San Francisco (CA); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Pension plan

Job summary

A leading investment management firm located in San Francisco is looking for an External Sales Associate to join their business development team. The ideal candidate will have at least 1 year of sales experience and a proven track record in building client relationships. Responsibilities include identifying prospects, nurturing relationships, and exceeding sales activity quotas. This full-time position offers opportunities for growth in the financial services sector and requires willingness to travel across the U.S.

Qualifications

• 1+ year of recent sales experience with track record of success.
• Excellent communication and presentation skills.
• Strong technology skills and proficiency in CRM systems.
• Excellent verbal and written communication and presentation skills.
• Strong technology skills including Word, Excel, PowerPoint and Outlook, plus CRM systems such as Salesforce.com.
• Bachelor’s degree required; CFA/CIMA/CAIA/CFP are a plus.
• Willingness to travel across the United States.

Responsibilities

• Research and identify qualified prospective clients.
• Nurture relationships with financial advisors.
• Proactively contact investment professionals via phone and email.
• Qualify inbound leads and add opportunities to the sales funnel.
• Travel and meet clients in person or via Zoom to close opportunities.
• Meet weekly sales activity quotas and provide timely updates.

Skills

Sales experience

Cold calling

Verbal and written communication

Technology proficiency

Critical thinking

Education

Bachelor’s degree

Tools

Salesforce.com

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

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

Seniority level

Associate

Employment type

Full-time

Job function

Business Development, Sales, and Finance

Industries

Financial Services, Investment Management, and Capital Markets

Inferred from the description for this job

• Medical insurance
• Pension plan