RIA Relationship & Sales Enablement Specialist

Prospect Capital Management; New York (NY); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Life Insurance

AD&D

FSA/HSA

Commuter benefits

Mentorship program

Breakfast & lunch

Job summary

Prospect Capital Management, an established alternative asset manager with offices in New York, seeks a knowledgeable sales/territory professional for the NY region. You will cultivate relationships with RIAs, support the external sales team, and drive proactive outreach to promote investment products.

Ideal candidates have 3–5 years in financial services, strong communication skills, and proficiency with Salesforce and MS Office.

Qualifications

• Bachelor's degree in finance, economics, business administration, or a related field.
• FINRA Series 7 and 63 required.
• 3–5 years of experience in financial services, preferably in sales or support.
• Excellent communication and presentation skills.
• Proficiency in Salesforce and Microsoft Office Suite.

Responsibilities

• Cultivate relationships with RIAs, financial advisors, consultants, and other decision-makers in the territory.
• Support the external sales team by providing product information and sales support.
• Conduct proactive sales calls to current and prospective clients to promote investment products.
• Manage the sales pipeline from prospecting to deal closure with timely follow-ups.
• Stay informed about industry trends, competitors, and regulatory changes affecting RIAs and alt investments.
• Maintain accurate records of sales activities and market feedback using Salesforce and other CRM systems.
• Provide timely responses to internal and external inquiries.
• Coordinate and participate in webinars, conference calls, and other sales events.

Skills

Relationship building

Sales outreach

Sales presentation

CRM (Salesforce)

Time management

Professional integrity

MS Office

FINRA Series 7 & 63

Education

Bachelor's degree in finance, economics, business administration, or related field

Tools

Salesforce

Microsoft Office Suite

Job description

Prospect Capital Management, an established alternative asset manager with offices in New York, seeks a knowledgeable sales/territory professional for the NY region. You will cultivate relationships with RIAs, support the external sales team, and drive proactive outreach to promote investment products.

Ideal candidates have 3–5 years in financial services, strong communication skills, and proficiency with Salesforce and MS Office.