Internal Sales- Client Data
Global Asset Manager with North American headquarters in NYC is hiring for an Internal Sales/Client Data Specialist. This entry level role will provide exposure to various Asset Management products. The Client Data Specialist will partner with Institutional Directors to provide sales support activities by coordinating all data analytics/intelligence, presentation materials and pipeline deliverables for both current clients and prospect firms, and work closely with the Institutional Sales team. Strong communication skills will be necessary to assist Institutional Directors in cultivating new and deepening existing client relationship.
Responsibilities
Data Analytics Support for Business Development activities
- Client and Prospective Client intelligence
- Competitive analytics
- Investment market trends
- Sales Channel analytics
- Reporting
Sales Support
- Develop a functional knowledge of Asset Management products
- Assist in scheduling sales meetings and preparing and organizing presentations for various meetings and events.
- Work with contact relationship management database (SalesForce) to track meetings, client information, etc.
- Assist the team in achieving its goals, including asset retention and client satisfaction as well as increasing asset inflows.
Basic Qualifications
- Bachelor’s degree in a business-related field
- 0-2 years of experience
- Strong background in database/spreadsheet management and/or programming/coding
- Knowledge of the financial industry and its products
- Excellent verbal and written communication skills
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