Sales Associate – Asset Management (Intermediaries)

Fundfire; Florida; Hybrid; USD 70,000 - 90,000; Full time

Job summary

Fundfire is seeking a Sales Associate in the Town of Florida, NY, to help grow assets by building relationships with financial advisor intermediaries. The role involves generating leads, using Salesforce CRM for tracking, and collaborating with the sales team across the nation. Required qualifications include a Bachelor's degree and 3+ years in sales or relationship management. Strong communication skills and organization are essential. The position offers a blend of remote support and travel.

Qualifications

• Bachelor’s degree; FINRA registration required through the broker-dealer.
• 3+ years of sales or relationship management experience, preferably in asset management.
• Strong communication and presentation skills required.

Responsibilities

• Prospect and drive sales with intermediaries across various platforms.
• Generate qualified leads and meetings for the external sales team.
• Use Salesforce to track relationships and maintain follow-up.

Skills

Communication skills

Time management

Relationship management

Sales prospecting

Education

Bachelor’s degree

FINRA-registered representative (SIE, Series 7, Series 63)

Tools

Salesforce CRM

Job description

Community Capital Management, LLC (CCM), a $7 billion fixed income impact asset manager, is hiring a Sales Associate to help grow assets by building relationships with financial advisor intermediaries. We are seeking a motivated, organized self-starter who can support the sales team internally and externally.

What you’ll do:

• Prospect and drive sales with intermediaries across wirehouses, independent RIAs, and broker/dealer approved platforms.
• Generate qualified leads and meetings via calls and emails for external sales team to build a strong pipeline nationwide.
• Use Salesforce CRM to track relationships, opportunities, and activity; maintain strong follow-up cadence and clean notes.
• Collaborate closely with sales team members nationwide to strategically develop new relationships.
• Combine virtual, high touch support with 20-30% travel.

What we’re looking for:

• Bachelor’s degree; FINRA-registered representative through the firm’s broker-dealer (SIE, Series 7, Series 63; as required).
• 3+ years of sales or relationship management experience (asset management / sales support preferred).
• Strong communication and presentation skills; ability to deliver persuasive, concise messages.
• Highly organized with strong time management and the ability to thrive in a fast-paced environment.
• Comfortable in an independent, challenging, and collaborative sales environment.

How To Apply

Send resume and cover letter to [e-mail] and reference "Sales Associate” in the subject line.