• Effectively develop relationships with Alternative Sales teams Advisors, Branch Managers and financial advisors to promote business-building ideas and services
• Develop new relationships, maintain and broaden existing relationship with financial advisors in assigned market segment and geographical territory through targeted prospecting activities
• Maintain a high level of expertise related to the capital markets, the investment management industry, and marketplace developments
• Speak with Financial Advisors directly and proactively establish rapport and create interest in product(s)
• Profile advisors and how to help them increase their business
• Learn, know and be able to present all focus products and value-added pieces
• Develop and implement a sales plan to capture opportunities in the most efficient and cost-effective way
• Proactively identify prospects and work autonomously to manage them to closure
• Deliver sales literature and sales ideas to facilitate sales process and enhance Advisor relationships
• Use cross-function utilization for our partner needs (as it pertains to sales documentation and/or marketing materials).
• Utilize data, market trends, and industry knowledge to formulate a strategy to maintain and increase assets
Requirements
Bachelor’s degree in business, finance, or related field
• Series 7
• 4-7 years of asset management sales experience
• Exceptional knowledge of markets and business acumen to influence decision-makers
• Proven track record of meeting or exceeding predetermined key goals
• Polished presence, effective listening, client preparedness, and presentation skills
• Professional characteristics reflecting curiosity, empathy, and enthusiasm coupled with a solution-based drive to meeting highly accountable results
• Excellent interpersonal and relationship management skills, a true team player
• Ability to work independently and adapt quickly and resourcefully to changing situations
• Proven planning and organization skills
• Knowledge of HubSpot