Remote Investment Sales Pro for Institutional & HNW
Summr
Get a reply from this employer
Your resume and cover letter, tailored to exactly what they’re hiring for.
Job summary
Summr Capital Management is seeking an Investment Sales professional for a fully remote role within Texas on a full-time, contract-to-hire basis. You will identify and engage prospective clients, present investment strategies, and manage the sales lifecycle from outreach to onboarding, while ensuring regulatory compliance and accurate activity documentation.
You will build relationships with institutional and high-net-worth investors, collaborate with investment and research teams, and
Qualifications
- Bachelor's degree in Finance, Economics, or Business; licenses beneficial.
- Experience with brokerage/distribution channels and high-net-worth clients.
- Strong communication and presentation skills; able to explain complex concepts clearly.
- Proficient with CRM tools and data-driven sales reporting; basic financial modeling advisable.
Responsibilities
- Identify and engage prospective clients; present Summr's investment strategies.
- Manage full sales lifecycle from outreach to onboarding.
- Build and maintain relationships with institutional and individual investors.
- Collaborate with investment and research teams; align client needs with solutions.
- Maintain accurate documentation of sales activities and contribute to forecasting.
Skills
Education
Tools
Job description
Summr Capital Management is seeking an Investment Sales professional for a fully remote role within Texas on a full-time, contract-to-hire basis. You will identify and engage prospective clients, present investment strategies, and manage the sales lifecycle from outreach to onboarding, while ensuring regulatory compliance and accurate activity documentation.
You will build relationships with institutional and high-net-worth investors, collaborate with investment and research teams, and
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
