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Posted: Mon Mar 04 2024

External Sales (Associate/Director)

San Francisco Bay Area, California

Direct Hire

Privately-owned boutique asset manager with U.S. small/mid-cap equity mutual funds seeks experienced sales professional with hunter/cold caller mindset to be involved with sales/strategy/relationship management/marketing. 

In-office five days per week when not traveling to visit prospects (approximately every third week).

Conduct outreach (80+ cold calls/day; leads provided) to prospective clients (typically financial advisors), set up/attend meetings, build relationships, grow understanding of client needs to create and offer tailored solutions
Become proficient in and educate current/prospective clients on firm strategies
Knowledgeably/promptly answer client questions and address requests
Work toward exceeding daily/monthly sales quotas
Utilize Salesforce CRM to research/identify qualified prospective clients using firm resources including third party contact databases; log all call/meeting notes; maintain/update/provide research for firm use
Contribute to marketing/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

1-5 years of recent sales experience with demonstrated track record of success absolutely required; experience selling mutual funds/SMAs/investment products a plus but not required
Bachelor’s degree required; Finance/Economics/Business a plus; CFA/CIMA/CAIA/CFP a plus
Proficiency with Salesforce CRM system
Ability to understand/discuss sophisticated equity investment strategies with prospective clients
Strong work ethic; entrepreneurial/self-driven; passionate about sales; willingness to travel one out of every two to three weeks (upwards of 60% domestic travel); team player/collaborative; excellent interpersonal and presentation skills; able to work independently; high level of personal integrity

Our client will pay a market rate base salary (depending on experience), plus significant upside potential on sales success. In addition, they offer a generous and comprehensive benefits package including health, dental, vision, disability and life insurance, 401(k) and profit sharing.

Brokerage Consultants Inc.