Sales Coordinator

CI Segall Bryant & Hamill; Chicago (IL); On-site; USD 61,000 - 78,000; Full time

Job summary

Join a dynamic team that values ambition and empowers growth in a vital support role within asset management. This position offers a unique opportunity to influence process improvements and project management while collaborating with cross-functional teams. You'll engage in sales support, content management, and client relations, all while receiving mentorship from seasoned professionals. This role is perfect for someone with an entrepreneurial spirit and a passion for finance, looking to advance their career in a supportive and inclusive environment.

Benefits

Medical insurance

Vision insurance

401(k)

Work/life balance programs

Mentorship opportunities

Qualifications

• 1-3 years in sales support or financial services preferred.
• Strong knowledge of financial markets and investment products.

Responsibilities

• Act as liaison among investment sales, marketing, and portfolio management.
• Contribute to sales presentations and client communications.

Skills

Sales Support

Interpersonal Skills

Analytical Skills

Organizational Skills

Creative Problem Solving

Education

Bachelor's degree in Finance

Bachelor's degree in Business Administration

Bachelor's degree in Marketing

Tools

Salesforce

Microsoft Office Suite

Pardot

MorningStar

eVestment

Job description

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Join a team that values your ambition and empowers your growth

This entrepreneurial role will directly assist CI SBH asset management sales, marketing, internal client relations and portfolio management teams. This is a support role that will serve as a vital link between cross functional teams that offers a unique opportunity to influence process improvements, project management and content creation. In addition, the role offers the opportunity to advance career development within all aspects of asset management and mentorship from senior staff members.

Key Responsibilities

• Cross-Departmental Collaboration: Act as the primary liaison among investment sales, marketing and portfolio management to ensure seamless communication and alignment.
• Sales Support: Maintain and create Salesforce data, reports and dashboards while assisting with the coordination of sales activities to enhance client engagement and satisfaction.
• Content Management: Contribute to the timely creation and refinement of sales presentations, marketing materials and client communications, ensuring accuracy and consistency. Printing books when necessary.
• Work closely with investment teams, sales and marketing on specific strategy presentations and quarterly deliverables.
• Responsible for gathering key statistics in order to support the marketing team with the preparation and improvement of materials.
• Able to coordinate all aspects of any client-onsite meetings and due diligence visits, providing assistance to the internal teams to support the efficiency of cross-functional teams.

Qualifications:

• Bachelor's degree in Finance, Business Administration, Marketing, or a related field.
• 1-3 years of experience in sales support, financial services, Fintech, marketing or a related role is preferred.
• Experience with Microsoft Office Suite required.
• Familiarity with a broad range of investment products/solutions and general knowledge of financial markets
• Entrepreneurial attitude and intellectual curiosity. Ability to think creatively and help design solutions to specific challenges.
• Effective interpersonal skills with the ability to build and maintain strong relationships with key stakeholders.
• Collaborative team player with strong organizational and time management abilities.
• Analytical mindset with strong attention to detail. Self-motivated and goal-oriented.
• Experience with Salesforce CRM ,Pardot, MorningStar and eVestment is a plus.
• Series 7 and Series 66 Certifications preferred but not required.

Pay Information

This position is exempt and is paid according to the laws of the State of Illinois. The pay range for this position is $61,000– $78,000 per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

Segall Bryant & Hamill is an investment firm with locations in Chicago, Denver, St. Louis, and Philadelphia. For more than a quarter century, SBH has been helping investors realize their long-term investment objectives through a time-tested, disciplined process. We offer a wide range of investment strategies and aim to build long-lasting relationships with our clients in the Advisor Solutions and Institutional channels.

Segall Bryant and Hamill is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, religion, sex, gender, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

WHAT WE OFFER:

• SBH offers a culture defined by a core set of values which guide the advice we provide, the strategies we recommend, the way we manage client portfolios and the way we treat our employees. These values are Integrity, Trust, Humility, Curiosity, and Inclusion.
• SBH offers a diverse and inclusive work environment where individuals from varied backgrounds are brought together, treated with respect, supported and valued so that the firm and its employees, clients and community will benefit from a strong culture, diversity of thought and more robust decision making.
• SBH offers autonomy and accountability.
• SBH offers benefits and work/life balance to meet each employee at their stage in life
• SBH offers programs so employees can take an active role in the communities where they live & work.
• SBH offers a performance management program and a dedicated Compensation Committee to ensure competitive compensation packages

#LI-Onsite

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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