Our Client is seeking a veteran salesperson to join our growing team of investment professionals in the Capital Region. Ideal candidate will have proven sales ability and regional contacts who would benefit from asset management capabilities. This role will enhance the individual’s career path plus work hand-in-hand with Sales to support the firm’s overall business development.
Responsibilities:
• Effectively identify, qualify, and track progress of prospects to become new relationships for the firm.
o Primary Focus – High net worth individuals
o Secondary Focus – Regional entities, small businesses, endowments, foundations & associations
• Develop leads list with to show potential for $50-100M of new business; 1st year production target commensurate to experience
• Utilize Salesforce for pipeline and new business development reporting
• Understand and effectively communicate investment philosophy, process and solutions.
• Provide recommendations for active market engagement and product positioning.
Qualifications & Experience:
• Proven success in high net worth sales and/or investment management, preferably within the financial services industry
• Experience, knowledge and relationship management within the Capital Region
• Series 7 & 66 securities licenses (must be acquired within first 3 months of hire).
• Bachelor’s Degree. Master’s a plus.
• Excellent communications and presentation skills
• Must be an entrepreneurial, self-starter as well as a team player.
• Position is onsite yet requires extensive regional travel
Location: NY Capital Region
Salary: $125K-$150K base + Bonus up to 100%
