Associate US Funds Sales Support Client Advisor

Description

You are a strategic thinker passionate about driving solutions in Sales Support and Relationship Intelligence. You have found the right team.

As a Sales Support Professional within our Asset Management Team you will be responsible for setting and improving our organizational objectives and ensuring their consistent accomplishment.

Job Responsibilities

• Provide integrated relationship intelligence across the client lifecycle to drive sales performance.
• Collaborate with Client Advisors financial advisors and global sales support teams to facilitate client processes.
• Coordinate with cross-functional teams to deliver holistic coverage throughout the sales cycle.
• Support all facets of sales business development relationship management and retention activities.
• Research industry trends and regulatory changes to gather market intelligence for business development.
• Assist in preparing client memos strategy materials and business review documents.
• Understand client relationships and asset allocation preferences to support client review presentations.
• Create and update client reports DDQs RFPs pitchbooks and meeting materials.
• Liaise with Client Advisors to generate portfolio insights analysis reports and investment comparisons.
• Maintain client information in internal databases and document sales activity for compliance.
• Partner with sales and marketing teams on product launches client events and market research communications.

Required qualifications capabilities and skills

Preferred qualifications capabilities and skills

Experience in product launch initiatives.

Required Experience :

IC

Key Skills

Sales Experience,Presentation Skills,SAAS,Customer Service,Google Docs,Organizational skills,Growing Experience,Communication skills,Retail Sales,Enterprise Sales,Medicare,Lead Generation

Employment Type : Full-Time

Experience : years

Vacancy : 1