Job Details
A dynamic company within the Global Wealth Management Solutions (GWMS) sector is seeking an experienced Internal Sales Professional. This role is crucial for supporting the Private Bank/Wirehouse Channel and driving marketing and fundraising outcomes.
Key Responsibilities:
- Support Field Sales: Assist field sales professionals throughout the fundraising and prospecting process.
- Client Relationship Management: Develop and enhance new and existing relationships with clients to achieve fundraising goals.
- Market Insights: Provide updates on industry trends, strategic movements, and performance data.
- Data Management: Use Salesforce for organizing meeting details and preparing relevant reports.
- Follow-Up: Send detailed follow-up emails with customized data or research to clients and prospects.
- Event Coordination: Assist in organizing group events and updating the CRM to maintain an accurate sales pipeline.
What We're Looking For:
- Education: Bachelor s degree required.
- Experience: Minimum of 2 years in financial services; experience with bank platforms, RIAs, or private wealth clients is strongly preferred.
- Knowledge: Familiarity with alternative investments and a strong understanding of the private wealth landscape.
- Technical Skills: Proficiency in Salesforce, Microsoft Office (Word, Excel, PowerPoint), and advanced Outlook functions.
- Communication: Excellent verbal and written communication skills with the ability to influence commercial outcomes.
- Additional Skills: Strong organizational skills, ability to handle confidential information, and fluency in Spanish.