Internal Sales Associate

Abbey Capital Limited; New York (NY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Abbey Capital Ltd, a Dublin-based investment firm with US operations, seeks an Internal Sales Associate for its US distribution team in New York. You will support external wholesalers, schedule meetings, and help execute a sales plan across the broker-dealer and RIA channels.

Strong organizational and communication skills are essential. The role requires a Bachelor’s degree and securities licenses (Series 7 and 63).

Qualifications

• Bachelor’s degree is required.
• Series 7 and 63 license required.
• Prior experience in a similar role preferred.
• Prior experience with mutual funds or alternative investments preferred.
• Results focused with strong interpersonal skills.

Responsibilities

• Support external wholesalers with scheduling meetings, outreach and travel planning.
• Develop and execute sales plans for the territory across acquisition, development and retention.
• Market to new and existing distribution partners and investors via calls and emails; secure meetings.
• Assist external wholesalers with client relationship management and deliverables.
• Research and identify new business leads and opportunities.
• Stay current on market events and competitive landscape.
• Develop and implement targeted call campaigns.
• Handle ad hoc tasks and projects as required.

Skills

Results oriented

Attention to detail

Team player

Time management

Organizational skills

CRM software

Education

Bachelor's degree

Tools

Salesforce

Job description

Your mission

Abbey Capital Ltd is an Irish alternative investment manager which specialises in managing multi-manager portfolios in managed futures. Founded in 2000 it has grown to become one of the largest managers of multi-manager managed futures funds globally. Abbey Capital’s investor base stretches throughout North America, Europe and Asia and comprises pension funds, foundations, endowments, charities, broker-dealers, Registered Investment Advisors, multi-family offices and clients of major private banks.

Your mission

Abbey Capital Ltd is an Irish alternative investment manager which specialises in managing multi-manager portfolios in managed futures. Founded in 2000 it has grown to become one of the largest managers of multi-manager managed futures funds globally. Abbey Capital’s investor base stretches throughout North America, Europe and Asia and comprises pension funds, foundations, endowments, charities, broker-dealers, Registered Investment Advisors, multi-family offices and clients of major private banks.

Abbey Capital (US) LLC is seeking an Internal Sales Associate to join its US distribution team that primarily focuses on sales and client service activities within the broker-dealer & RIA channels. The candidate must be a self-starter who can work off their own initiative and be part of a global team. In addition, he or she must be very organized and have the ability to manage multiple projects simultaneously. This is a primarily office-based role and the successful candidate will be based in our New York Office with some flexibility to work from home where required.

Your profile

Responsibilities include:

• Working to support external wholesalers with scheduling meetings, reaching out to set up introduction meetings / Zooms and assisting with travel planning and ad hoc tasks.
• Working in partnership with external wholesaler to develop sales plan for given territory and execute that plan accordingly - focusing on all levels of the sales process (acquisition,development and retention)
• Proactively market to new and existing distribution partners and investors(via outbound phone calls and/or emails) in preparation for upcoming visit by external wholesaler to respective region; secure meeting appointments and coordinate triplogistics with administrative travel planner
• Assist the external wholesaler with client relationship management - manage and resolve questions,requests and deliverables
• Perform research to find new business leads and opportunities
• Stay current and fluent on market events and competitive landscape
• Develop and implement call campaigns
• Additional projects and ad hoc tasks asrequired

Qualifications/ Skills: Qualifications/ Skills:

• Bachelor’s degree
• Series 7 and 63 license required
• Prior experience in a similar role preferred
• Prior experience with mutual funds or alternative investments preferred
• Results focused with excellent attention to detail
• Team-player with strong interpersonal skills
• Strong time management and organizational skills
• Experience with Sales Force and/or CRM software

About Us

Founded in Dublin in 2000, Abbey has grown to become one of the largest independent allocators of multi-manager managed futures globally. We build funds for leading investors of every size – from family offices and high-net-worth individuals to global banks and institutions – with an investor base that stretches throughout North America, Europe and Asia.

We take a multi-manager approach with all our funds – combining multiple CTAs and managed futures strategies to exploit dispersions in returns. To select our CTAs, we combine sophisticated quantitative analysis with qualitative insights, honed from deep experience in financial markets trading and research.

We’re passionate about our social and environmental responsibility as a business – and are proud of the work we do to drive meaningful and lasting change with our foundation, charity and sustainability partners.

Many of our team are also personally involved as volunteers with our chosen foundations and charities.