Our Focus: Financial Services
We connect the right people with the right positions throughout the financial community.
Tap our resources.
They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.
Dallas / Fort Worth Area
Supporting and leading business development efforts with strategic clients
Partner with a Regional Vice President (RVP) to execute business strategies within a given territory
Identify opportunities with key advisors such as, product fits, segments, referrals etc.
Serve as a point of contact regarding service and support
Manage and retain the SalesForce CRM, client profiles and an optimized travel schedule for RVP partner
Develop working knowledge of the firmís product offerings and articulate how to complement competitor
Be responsible for sales success as determined by sales goals and number of referrals generated
Consistently meet or exceed customer expectations as measured by satisfaction surveys
Maintain a minimum call volume daily and a targeted number of appointments on behalf of the RVP
Meet or exceed attendance expectations at certain firm events such as road shows, conference calls, broker
dealer events, due diligence events or other business initiatives sponsored by the firm
3+ years work experience
FINRA Series 7 and Series 63 licenses - required
Previous sales and relationship management experience in the financial services industry
Proven ability to work with a CRM (SalesForce)
Previous experience with a Assisted Dial Service such as ConnectLeader or ConnectAndSell Ė preferred
Intellectual curiosity, analytical skills and ability to influence others
Strong written and verbal communication skills
Alternative Investments // Asset Management