Success in this role would be achieved by:
    • Prospecting and pre-qualifying leads by leveraging proprietary databases and research
    • Initiating and maintaining relationship with RIA and/or 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
Skills & Experience
    • BS/BA degree 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
    • FINRA Series 7 & 63 license in good standing
    • 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
    • Excellent verbal, written, and presentation communication skills
    • High degree of professional maturity
    • Discipline to work remote from home as needed
    • Live within a reasonable commuting distance from our Midtown Manhattan office
    • Proficient in SalesForce CRM and Excel
    • Strong character references and a clean compliance record

Source: for more information click here.