Job Description

A top tier investment management firm in the Bay area has an opening for an External Sales Associate to join their business development team. The firm is a Mid-Sized Asset Management Firm with a strong track record of success and a unique approach to investing which is unmatched by their competitors.

Responsibilities :

• Research and identify qualified prospective clients using the firm resources including third party contact databases, and the firm’s Salesforce CRM system
• Nurture relationships with financial advisors to uncover new opportunities
• Proactively contact prospective investment professionals across the country via phone and email with the goal of scheduling calls and meetings
• Uncover prospects’ active manager searches, understand search criteria, urgency, and present solutions
• Maintain, update, and provide research on clients and prospects for the firm’s Salesforce CRM system
• Qualify inbound leads and add opportunities to the sales funnel
• Proactively support team initiatives and complete special projects and other duties as assigned
• When not traveling, make extensive cold calls for prospective clients (typically financial advisors or other investment professionals) to schedule 10 new meetings per week
• Meet with the clients you schedule—by traveling in person or on Zoom
• Persistently work toward exceeding daily and monthly sales activity quotas
• Knowledgeably and promptly answer client questions and address client requests including follow up with technical analysis and other due diligence related questions
• Contribute to the firm’s marketing and sales strategy: Create sales plans for specific client types (Banks, Registered Investment Advisors, Wirehouses, Broker Dealers, etc.), and develop strategies for competitive differentiation
• Keep abreast of current equity market and economic trends
• Work towards Chartered Financial Analyst (CFA) or equivalent designation if applicable

Qualifications :

• Minimum of 1 year of recent sales experience with a demonstrated track record of sales success (experience selling mutual funds, ETF’s and/or other investment products with an asset management firm and/or distribution organization is desired)
• Cold calling experience
• An understanding of traditional investment strategies, as well as various investment vehicles including mutual funds, separate accounts, collective investment trusts
• Excellent verbal and written communication and presentation skills
• Strong technology skills including proficiency in Microsoft Word, Excel, PowerPoint, Outlook as well as CRM Systems such as Salesforce.com and other related programs
• Critical thinking capabilities, strong initiative, and the aptitude to continue to learn and understand the financial services industry
• Bachelor’s degree required. Finance, Economics, or Business major is a plus but not required. CFA, CIMA, CAIA, or CFP certification is a plus.
• High level of personal integrity and the ability to work independently in a boutique firm with minimal supervision
• Willingness to travel across the United States

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