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Aristotle · 15 hours ago

Inside Sales Senior Associate - RIA Bank

Newport Beach, CA

Full-time

Onsite

Mid Level

$85K/yr - $95K/yr

3+ years exp

Aristotle is a majority employee-owned investment management organization specializing in equity and fixed income portfolio management. The Inside Sales Senior Associate will work with senior sales professionals to facilitate new client onboarding and maintain relationships with RIA firms, focusing on client satisfaction and investment strategy communication.

Asset ManagementCreditFinancial ServicesImpact InvestingRisk Management

Responsibilities

Partner with external sales professionals to drive sales and increase market share in the territory

Effectively profile sales territories, help to establish lists of qualified prospects and execute on an agreed upon sales plan

Conduct proactive outbound sales efforts to raise awareness of Aristotle’s investment solutions

Respond to inbound calls and emails as well as other client service requests. Organization, professionalism and the ability to prioritize multiple tasks is imperative

Strategically position Aristotle’s investment strategies within the context of the capital markets as well as relative to competitor’s offerings

Continually build and maintain a working knowledge of Aristotle’s investment management practices, policies and products. The role requires the ability to position the firm’s investment philosophy, product differentiation and competitive analyses in group and one-on-one presentations

Remain current on events that impact our clients including industry and general market trends

Have an in-depth knowledge and understanding of financial intermediary relationships, custodial platforms and investment vehicles (SMA, model delivery, TAMPs, mutual funds, etc)