Pension & Institutional Sales Associate

Walton Global; Scottsdale (AZ); Remote; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive pay and benefits

Opportunities for skill development

Energetic work environment

Job summary

A leading global real estate investment firm is seeking a motivated Pension Sales Associate to support its U.S. Capital Markets team. This role involves assisting Territory Managers to target pension plans and institutional clients, conducting outreach to drive business, and preparing marketing materials. Candidates should have Series 7 and 63 licenses, strong communication skills, and ideally some sales experience in financial services. The position offers competitive pay, benefits, and opportunities for professional growth.

Qualifications

• Series 7 and 63 licenses required (or ability to obtain within 120 days).
• 1-3 years of sales or distribution support experience in financial services.
• Familiarity with alternative investments or private funds preferred.

Responsibilities

• Assist Territory Managers in identifying and targeting pension plans and funds.
• Support outreach campaigns through various communication methods.
• Prepare marketing materials and meeting summaries.
• Coordinate meetings, roadshows, and conference participation.
• Track engagement activities and manage CRM updates.
• Develop product knowledge across Walton’s investment strategies.

Skills

Sales support

Communication

Relationship building

Organization

CRM proficiency

Tools

Microsoft Office Suite

CRM systems

Job description

A leading global real estate investment firm is seeking a motivated Pension Sales Associate to support its U.S. Capital Markets team. This role involves assisting Territory Managers to target pension plans and institutional clients, conducting outreach to drive business, and preparing marketing materials. Candidates should have Series 7 and 63 licenses, strong communication skills, and ideally some sales experience in financial services. The position offers competitive pay, benefits, and opportunities for professional growth.