Senior Sales Manager

Confidential Company  •  Stamford, CT

Less than 5 years experience  •  Financial Services

$80K - $100K
Posted on 10/11/17 by Michael Weinstock
Confidential Company
Stamford, CT
Less than 5 years experience
Financial Services
$80K - $100K
Posted on 10/11/17 Michael Weinstock

Title: Senior Sales Manager at a 15year old $500 million portfolio management firm in Fairfield County

IN ORDER TO BE CONSIDERED A RESUME MUST SHOW CURRENT OR REAL RECENT MARKETING/SALES EXPERIENCE TO HIGH NET WORTH INDIVIDUALS FOR A BUY-SIDE FIRM, RIA, PORTFOLIO MANAGEMENT FIRM or HEDGE FUND. WORKING FOR TD AMERITRADE IS GOOD TOO!!!

Job Summary

Develop relationships with TD Ameritrade Regional offices and Investment Consultants, manage leads, make presentations, convert prospects to clients, and lead client communication. Travel to TD Ameritrade offices from New Hampshire to Long Island, New York. The Senior Sales Manager may market outside the TDAmeritrade Advisor Direct channel to her/his contacts as a source of new clients. A transferable book of business is a BIG plus.

Duties and Responsibilities

· Manage relationship with TDAmeritrade regional offices

· Prepare client presentations (Presentation Development)

· Prospect/Client presentations

· Gather, organize prospect/client data

· Write client communications/email blasts

Qualifications

MUST HAVE CURRENT OR REAL RECENT MARKETING/SALESEXPERIENCE WORKING FOR A BUY-SIDE, RIA, PORTFOLIO MANAGEMENT FIRM. WORKING FOR TD AMERITRADE IS GOOD TOO!!!

· Highly proficient oral and written communication skills

· Collaborate well in a team environment

· Sensitive to client needs and able to develop warm client relationship

· Detail oriented and able to set priorities

· Desire and ability to work successfully in a small-company environment

· MUST HAVE Bachelor’s degree from an accredited college or university

· Proficiency with: Salesforce or other CRM, Microsoft Word, Excel, PowerPoint, Outlook

· Working knowledge of Advent/Axys portfolio management software A+

· Financial industry knowledge /CFP or other professional designation a plus

· Work Experience – 2years+ in an asset gathering roll

Salary and Bonus

· Pay and benefits will initially be based on industry standards and experience level

· Performance based compensation will replace salary over time

· Bonus potential at the direction of firm’s Executive Committee

Reports to: President

Benefits: Healthcare, 401k, disability insurance, life insurance

Status: Full time / exempt

Date: September 12, 2017

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