Success in this role would be achieved by:
- Prospecting and pre-qualifying leads by leveraging proprietary databases and referrals
- Initiating and maintaining relationship with RIA & Wirehouse Financial Advisors
- Engaging proactively with Financial Advisors using phone, web presentations, targeted emails, and other technologies
- Delivering value added commentary, research, and due diligence material to Advisors throughout the sales cycle
- Promoting industry knowledge & trends across the greater sales team
- BS/BA required; business related degree preferred. Additional advanced degrees or certifications a plus
- 1-3 years of experience within the asset management industry specializing in ETFs, mutual funds, or separate accounts
- Current Series 7 and 63 required
- Proven understanding of the asset management industry and ability to develop relationships with portfolio managers and research analysts
- Ability to succeed in a challenging and fast paced environment
- Discipline to work remote as needed
- Excellent verbal, written, presentation communication skills
- Proficient in SalesForce CRM and Excel
- Strong character references and a clean compliance record
Source: for more information click here.
