Institutional Sales Representative

3 days left

New Jersey (US)
Seeking Institutional Sales Representative for a growing private investment advisory firm
Jul 08, 2021
Aug 07, 2021
Job Function
Institutional Sales
Industry Sector
Asset Management
Employment Type
Full Time

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.