A top-tier investment firm is seeking a Sales Associate to assist in building out their Private Wealth team.
Responsibilities:
- Solicit new product sales through warm and cold calling
- Meet in-person with Registered Investment Advisors (RIA) and Multi-Family Offices (MFO)
- Gather market data
- Give presentations and attend roadshows
- Delegate responsibilities to Internal Sales Analysts
Qualifications:
- Bachelor's Degree
- FINRA Series 7 and 66 licenses
- 4-6 years' experience in sales or marketing. preferably within the RIA or MFO markets
- Excellent track record of sales and relationship building, with an established professional network
- Knowledge of competition, the market, industry trends, etc.