COMPANY: Investment Research POSITION: Client Relationship Associate LOCATION: New York, NYCOMPENSATION: Base (DOE) + Commission + BenefitsBACHELOR'S DEGREE: RequiredOur client, an independent investment research firm that specializes in providing top-down, global multi-asset strategy and investment ideas to financial market participants worldwide, is seeking a Client Relationship Associate to join their sales team. This individual will prospect and develop new and existing relationships within the New York City and Greater North East investment management industry. The ideal candidate will be highly motivated, a self-starter, and can work well autonomously. RESPONSIBILITIES OF CLIENT RELATIONSHIP ASSOCIATE: - Set and drive goals for the sales team and direct sales calls and visits- Oversee sales team efforts to ensure ongoing growth of business- Execute all stages of the sales cycle, including initial phone contact and meeting prospects, placing trials and developing value added services, relationship management and negotiations- Aid financial institutions in maximizing the value from client’s investment strategy- Manage commercial relationships at CIO/CEO/PM/Analyst level and talk with authority concerning the financial markets and investment strategyREQUIREMENTS OF CLIENT RELATIONSHIP ASSOCIATE:- Bachelor’s degree required- 5+ years’ sales experience, ideally in the financial services industry- Proven track record in executing value-added account management strategies- A proven ability to drive and keep progress within a competitive environment- Strong commitment to teamwork and the ability to work creatively and independently - Strong written and verbal communication skills, with an understanding of Microsoft Office and CRM systems- Strong attention to detail - Verification of identity, education, prior employment, and references may be required
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