Internal Sales/Relationship Management Associate

About the role

We are seeking a highly motivated Internal Sales / Relationship Management Associate to support the firm’s distribution efforts and deepen relationships across our intermediary and institutional client base.

Responsibilities

• Maintain existing relationships by providing SIMG updates and information to Institutional Consultants, RIA and other relationships on a regular basis.
• Helps identify new business opportunities, upcoming product searches, and works closely with sales team members to further develop these opportunities.
• Ensure client servicing needs are met by providing monthly, quarterly and other reporting needs based on the client’s requirements.
• Compile and verify accuracy of client reports, ensure all reporting requirements and investment guidelines are met, deliver client reporting statements in a timely manner and in the client’s preferred format.
• Aid in the creation, maintenance and distribution of marketing materials for separately managed accounts including commentaries, fact sheets, brochures, PowerPoint, etc.
• Assist with the compilation and formatting of all information contained therein.
• Manage the process for developing and optimizing our marketing message and brand identity, including ways to improve our digital presence in social media to widen our reach.
• Understand SIMG’s investment strategies in detail (philosophy/process) in order to speak to clients and prospect relationships about the investment services offered by SIMG.
• Assist in production Requests for Proposals, Requests for Information, Due Diligence Questionnaires and industry databases.
• Perform various competitor and product landscape research.
• Plan and execute certain communications, due diligence (onsite and offsite) as required.
• Manage the digital marketing calendar ensuring a cadence of communication.
• Work with SIMG specific systems and software to generate reports and provide analysis, reporting and marketing of SIMG products.
• Perform other duties as assigned by management.

Requirements

• Bachelor’s degree in Finance, Economics, Business or a related field.
• Three to five years of experience in asset management or wealth management (internal sales, client service, relationship management, or a similar role).

Qualifications

• Strong understanding of capital markets and investment products.
• Excellent verbal, written and organizational skills and strong attention to detail.
• Self-motivated with the ability to work independently in a fast-paced environment.
• Ability to prioritize and handle multiple tasks simultaneously.
• Analytical, critical thinking and problem solving skills with the ability to determine the appropriate action.
• Process management skills.
• Establish and maintain effective working relationships at all levels of the organization.
• Proficient in Microsoft Office Suite or similar software, with the ability to learn and utilize industry specific software as required.
• Ability to maintain confidentiality.
• Demonstrated reliability in attendance and work performance.
• Attention to detail with emphasis on accuracy and quality.
• Demonstrated ability to handle difficult situations with candor and professionalism.
• Requires the ability to work where there are frequent time constraints and can be stressful at times.
• Ability to work non-standard hours and travel if required.