Key skills
CollaborationSales
About this role
Role Overview
- Acts as the subject matter expert in a given market or channel's strategy
- Enables the sales strategy and identifies marketing approach to target specific clients or channels
- Identifies new ideas and best practices based on external understanding of the market
- Experiments new approaches in sales and marketing
- Provides insights to sales teams related to competitors and novel approaches to enhance sales
- Coordinates across multiple working teams and departments
- Designs high level department presentations for sales teams
- Supports sales teams in developing presentations on diverse topics
- Participates in special projects and performs other duties as assigned
Requirements
- Five years related work experience
- Two years of sales, marketing, or relationship management experience preferred
- Undergraduate degree or equivalent combination of training and experience
- Graduate degree preferred
- CFP, CFA, or investment related certification preferred
- Regulatory license and/or registration (e.g. FINRA, state, SFC) required
Benefits
- Flexible working hours
- In-person learning and collaboration opportunities
- Professional development