Institutional Sales Representative
- Employer
- oliver luxxe assets llc
- Location
- New Jersey (US)
- Salary
- Seeking Institutional Sales Representative for a growing private investment advisory firm
- Closing date
- Aug 7, 2021
View more
- Job Function
- Institutional Sales
- Industry Sector
- Asset Management
- Employment Type
- Full Time
- Education
- Bachelors
Oliver Luxxe Assets is seeking a highly motivated individual to become part of our Firm. The Institutional Sales Representative will work closely with the Chief Investment Officer. This individual will focus their energies on selling Oliver Luxxe investment strategies through intermediaries that include RIA’s, Banks, Multi-Family Offices and Broker Dealer advisor teams. The success of this position will be directly related to the candidate’s ability to develop personal and professional relationships with both external and internal constituents.
Specific Responsibilities Include:
- Conducting meetings with existing clients and building out new relationships
- Promoting Oliver Luxxe Assets and value investing in a variety of settings including conferences; seminars and both group and one-on-one branch presentations
- Organizing and leading portfolio manager conference calls and roadshows
Skills & Experience Required
- Bachelor’s Degree (CFA a plus) with excellent academic credentials
- Five to ten years of mutual fund and/or separate account sales experience
- Demonstrated track record of asset growth and surpassed sales goals
- Existing relationships within the RIA, Bank and Multi-Family Office community
- Ability to travel and entertain outside the office on a regular basis
- Confident public speaking ability with strong presentation skills
- Familiarity in discussing performance attribution; portfolio analysis and outlook for equity and fixed income products
- An independent and self-sufficient approach who is comfortable working remotely
- Specific knowledge of value equity
- Diverse interpersonal skills for communicating with sales; marketing and portfolio management professionals within the firm
- Formal sales training
- CIMA preferred
- Series 6/7 and 63 licensed
About Oliver Luxxe Assets
Oliver Luxxe Assets is a private investment advisory firm offering retail and institutional asset management, financial planning, investment consulting, and portfolio management services to individuals, trusts, estates, corporations, and business entities.
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