Overview

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Developing new business contacts and client relationships with institutional investors through an active calling and email program.
  • Managing the sales process for new prospects uncovered through the calling and email program.
  • Coordinating with product experts and conducting web demonstrations of the product.
  • Interfacing with senior management in the coordination of internal and external prospect meetings.
  • Contributing to the development of standard marketing materials and presentations.
  • Maintaining the highest possible profile for our company in a manner demonstrating the integrity of the company through attendance at conferences, meetings and seminars.
  • Ensuring quality and timeliness with respect to our response to RFPs and RFIs when applicable.

Education and Experience:

  • 5+ years institutional marketing/sales experience in the financial services or financial technology industry.
  • Experience with alternative asset classes including private equity and/or hedge funds a plus.
  • BA/BS in related field (i.e. finance/business), MBA and/or CFA a plus.
  • Must have excellent communication skills, be proactive and be able to comfortably interact with clients and prospects.
  • Candidate must be committed to travel and extended work schedule in order to meet the challenges of our growing firm.

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