Strategic Institutional Sales Associate

Magis Capital Partners; Berwyn (PA); Sur place; USD 70 000 - 100 000; Plein temps

Résumé du poste

Magis Capital Partners in Berwyn, PA, seeks an Institutional Sales Associate to grow our institutional client base across distribution firms, carriers, asset managers, and platform partners. This on-site role works with senior leadership to move opportunities from initial outreach through contract execution and launch, building pipeline and supporting client meetings.

The ideal candidate has a bachelor’s degree in Business or related field and 4+ years in financial services with wealth-tech

Qualifications

• Bachelor’s degree in Business, Finance, Economics, or related field.
• 4+ years of experience in financial services with exposure to wealth management technology, annuities, or asset management.
• Experience owning enterprise-level sales cycles and strategic account plans.
• Familiarity with APIs, data integrations, and security reviews in enterprise tech environments.
• Proficiency with Salesforce or comparable CRM software and pipeline forecasting.
• Strong organizational, communication, and relationship-management skills.

Responsabilités

• Support senior institutional sales in the full sales cycle from outreach to launch.
• Develop knowledge of the FIDx platform and its integrations to speak credibly with technical and business stakeholders.
• Position FIDx as an end-to-end annuity and insurance solution with client firms.
• Build relationships with home-office leadership across product, distribution, operations, and compliance.
• Prepare for and participate in multi-stakeholder client meetings and product demonstrations.
• Maintain timely opportunity records and support pipeline reporting.

Connaissances

Relationship management

Sales cycle ownership

Client meetings

Presentations

Strategic account planning

Industry knowledge

Communication

Organization

Formation

Bachelor’s degree in Business, Finance, Economics, or related field

Outils

Salesforce CRM

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Description du poste

Magis Capital Partners in Berwyn, PA, seeks an Institutional Sales Associate to grow our institutional client base across distribution firms, carriers, asset managers, and platform partners. This on-site role works with senior leadership to move opportunities from initial outreach through contract execution and launch, building pipeline and supporting client meetings.

The ideal candidate has a bachelor’s degree in Business or related field and 4+ years in financial services with wealth-tech