Internal Sales Associate
- Employer
- Research Affiliates
- Location
- Newport Beach, California
- Salary
- Negotiable
- Closing date
- Apr 29, 2021
View more
- Job Function
- Relationship Management
- Industry Sector
- Asset Management
- Employment Type
- Full Time
- Education
- Bachelors
Job Details
Research Affiliates, LLC, a global leader in smart beta and asset allocation based in Newport Beach, CA is looking for an internal sales associate to provide support to the Distribution team, working directly with our external Relationship Managers, to coordinate and leverage the team’s outreach efforts.
Roles & Responsibilities
- Serve as an internal resource to distribution team by enabling more efficient outreach and follow up with RA investors and prospects
- Identify prospects using digital analytics, event attendance lists, and other sources to more effectively generate demand opportunities for the team
- Support outreach to the advisor market by identifying and targeting engaged advisor prospects, managing monthly check-in calls, and coordinating targeted outreach with relationship managers
- Coordinate and produce bi-annual regional webinars for relationship managers utilizing senior resources
- Maintain CRM data, client and prospect call lists, and related activities in support of distribution team
- Liaise between distribution and IT teams regarding CRM initiatives
- Support external product partners by generating monthly, quarterly, and annual activity and travel reports
- Develop new ideas for sales team to increase AUM through targeted proactive outreach campaigns
- Manage internal support processes including maintaining investor support inbox, responding to information requests and premium user requests, and submitting custom analytics requests
- Other ad-hoc duties as assigned
Skills/qualifications
- Degree in Finance or equivalent
- CFA charter and/or enrollment encouraged
- 0-3 years investment management or financial services experience
- Strong technical skills; High proficiency in Outlook, Microsoft Word, Excel, PowerPoint and Adobe Professional is required
- Strong communication, organizational and interpersonal skills, as well as attention to detail
- Demonstrate effectiveness at problem solving, being a team player, creating trust amongst colleagues, and the ability to self-motivate
Company
Research Affiliates, LLC, is a global leader in smart beta and asset allocation. Dedicated to creating value for investors, we seek to have a profound impact on the global investment community through our insights and products.Our investment strategies are built on a strong research base and are led by Rob Arnott and Chris Brightman. We deliver solutions in partnership with some of the world’s leading financial institutions, through their offerings of mutual funds, ETFs, separately managed accounts, and/or commingled accounts.Research Affiliates was founded in 2002 and is based in Newport Beach, California.Our Mission: Research Affiliates is committed to being the preeminent source of insights and products that transform the global investment community for the benefit of investors.Core Values:Authenticity: We reveal our intentions, speak candidly and honor our wordCuriosity: We emphasize learning, seek feedback, and welcome independent viewsResponsibility: We own our actions and solve problemsCollaboration: We create shared success.
- Website
- http://www.researchaffiliates.com/
- Telephone
- 6267107305
- Location
-
620 Newport Center Drive
Ste 900
Newport Beach
CA
92660
US
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