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Internal Sales Associate (783-206)
New York, NY
Internal Sales Associate/Wholesaler (783-206)
Managed futures fund seeks Internal Sales Associate for US distribution team,
focused on sales/client service within broker-dealer/RIA channels for Managed
Futures mutual fund and private placements.
RESPONSIBILITIES: Work with external wholesaler to develop/execute sales plan
for territory, focusing on acquisition/development/retention
Market outbound calls/emails to prep for visit by external; secure meetings
and coordinate logistics with administrative travel planner
Assist with client relationship management - manage/resolve client
Research leads/opportunities; develop/implement call campaigns; stay
current/fluent on market events/competitive landscape
Additional projects and tasks as required
REQUIREMENTS: Bachelorís degree
FINRA Series 7 and Series 63 licenses
1-5 years of experience in direct sales; experience in managed futures, mutual
funds or alternative investments preferred
Results focused with excellent attention to detail; team-player with strong
interpersonal skills; strong time management and organizational skills; must
be a self-starter with strong initiative able to function as part of a global
team; must be very organized with ability to manage multiple projects
Experience with Sales Force and/or CRM software preferred
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