Investment Sales Associate

Trinity Investors; Southlake (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

Trinity Investors, located in Southlake, Texas, is seeking an Investment Sales Associate to support and manage investor relationships. This role is critical in nurturing existing partnerships and collaborating with marketing to drive business strategies.

The ideal candidate will have a Bachelor's Degree in Finance or Business Administration, with over 3 years of relevant experience and strong communication skills necessary for building rapport with investors. Proficiency in Excel and CRM systems is essential.

Qualifications

• 3+ years of experience in business development or relationship management.
• Proven track record in managing successful partnerships.
• Strong understanding of finance and private equity.

Responsibilities

• Nurture existing relationships with investors.
• Collaborate with marketing and client relations teams.
• Prepare reports related to sales activity using Excel and CRM.

Skills

Relationship management

Sales activity reporting

Excellent communication skills

Education

Bachelor's Degree in Finance, Business Administration, or Real Estate

Tools

Excel

CRM tools (e.g., JuniperSquare, HubSpot)

Google Sheets

Job description

Investment Sales Associate FLSA Status: Exempt Position Snapshot:

This position supports the investor relationship function to build and maintain profitable relationships with investors. Responsible for managing key existing clients and serving as a driver in selling Trinity to existing investors.

Essential Functions:

• Report directly to Client Relations Manager
• Serves as the key point of contact for existing investors; responsible for investor relations activities by nurturing existing relationships
• Work closely with the Marketing, Investments, and Client Relations teams to execute on initiatives to grow the business and create effective strategies
• Service investors with high level of integrity, build rapport, obtain referrals, and maintain a positive company image
• Utilize Excel, CRM investor portal, and Google Sheets to prepare reports related to sales activity
• May travel 2-3x/year to visit investments and attend investor events, occasionally out of state
• Note: The duties of this position do not involve cold calling

Required Qualifications, Education, and Experience:

• Bachelor's Degree in Finance, Business Administration, Real Estate, or a relevant subject
• 3+ years of applicable work experience with progressively increased responsibilities in business development or relationship management
• Have showcased success (metrics) in an earlier role; proven track record of managing successful partnership relationships
• Strong working knowledge of finance and private equity
• Proficient in Word, Excel, Outlook, Adobe, and Google Sheets
• Self-motivated, high energy, goal-oriented
• Excellent written and verbal communication skills, including the ability to summarize conclusions and confidently present well-supported arguments for or against specific investment opportunities
• Licensed by FINRA with SIE, Series 82 or 7, and Series 63, 66, or 65; or similar
• Notable interpersonal skills, with the ability to negotiate and coordinate with third parties on behalf of Trinity
• Must have the ability to self-direct work and exercise independent judgment to formulate and implement solutions

Preferred Qualifications:

• Ability to focus under pressure; comfortable meeting tight deadlines with a high degree of accuracy and attention to detail
• Excellent critical reasoning, quantitative, and analytical skills demonstrated by work experience and/or academic record
• Ability to multitask and prioritize deadlines across several projects with different managers
• Self-starter; able to identify "what's next" and make meaningful progress with little oversight or structure
• Familiarity with JuniperSquare and HubSpot or similar CRM tool, such as Salesforce

Supervisory Responsibilities

• None

Work Environment, Physical Factors, and Other Special Requirements

The work environment characteristics described here are representative of those the employee will encounter while performing the essential functions of this job. Work is performed in an office environment and the noise level is moderate.

To perform this job successfully, the employee is frequently required to remain in a stationary position. Daily movements include sitting; standing; reaching and grasping; operating computers and other office equipment; moving about the office; and attending onsite and offsite meetings. Must be able to exchange information in person, in writing, and via telephone. Ability to maintain regular, punctual in-office attendance consistent with the Americans with Disabilities Act (ADA) and other federal, state, and local standards is required for teamwork, face-to-face interaction with co-workers/investors, and operating required office technology and equipment. The employee may work extended hours, outside of regular shift schedule, as required by operational needs.

Trinity Investors may require the employee to perform duties outside of their job description to meet business and operational needs. This job description is not intended to be an all-inclusive list; other duties may be assigned at any time, with or without notice.

Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential duties of the position by contacting the Human Resources Department.