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Vantagens oferecidas por esta oferta de emprego
Salary range: $100,000 - $130,000 annually plus bonus
Comprehensive employee benefits
Flexible working arrangements
Access to ongoing skills development
Multi-directional career paths
Inclusive work environment with Employee Resource Groups
Resumo da oferta
A leading financial services firm in San Francisco is looking for a Sales Specialist to originate new business and maintain existing client relationships. This role requires a minimum of 5 years of sales experience in asset management or fintech and a strong understanding of the financial markets. The Sales Specialist will work closely with various departments to enhance product offerings and meet sales goals, contributing to the firm's vision of empowering better decision-making in the finance ecosystem.
Qualificações
Minimum 5 years sales experience in asset management or fintech.
Strong understanding of financial markets and investment processes.
Experience with alternative assets is a plus.
Responsabilidades
Originate new business and maintain client relationships.
Meet with clients regarding products and enhancements.
Achieve targeted sales goals and develop strategic plans.
Work with various departments to manage client requests.
Conhecimentos
Sales experience in asset management
Understanding of financial markets
Strong communication skills
Technical aptitude with software
Negotiation skills
Formação académica
Undergraduate Degree
Graduate level and/or CFA or CAIA
Ferramentas
CRM systems
Descrição da oferta de emprego
A leading financial services firm in San Francisco is looking for a Sales Specialist to originate new business and maintain existing client relationships. This role requires a minimum of 5 years of sales experience in asset management or fintech and a strong understanding of the financial markets. The Sales Specialist will work closely with various departments to enhance product offerings and meet sales goals, contributing to the firm's vision of empowering better decision-making in the finance ecosystem.
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