Internal Sales Representative - U.S. Wealth Associate jobs in United States
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AQR Capital Management · 2 weeks ago

Internal Sales Representative - U.S. Wealth Associate

AQR Capital Management is a global investment management firm focused on delivering long-term results for clients through rigorous analysis and innovative strategies. They are seeking an Associate to join their U.S. Wealth Team, responsible for supporting external sales representatives and managing client relationships.

ConsultingFinanceFinancial ServicesFinTech
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H1B Sponsor Likelynote

Responsibilities

Provide external sales representatives with sales and administrative assistance, including scheduling of meetings, preparing analytics, presentations, client and prospect materials, and updating of databases (CRM)
Provide inbound and outbound client assistance, including helping to service clients, quantify prospects, and sending follow-up information
Directly drive sales through proactive solicitation via email and phone to supplement external sales activities
Proactively use databases and sales reports to assist senior relationship managers in managing their territories
Work closely with Portfolio Management, Portfolio Solutions, Compliance, Legal, Operations, Risk, and Trading teams to address client requests
Develop robust AQR product and asset class knowledge and demonstrate interest in the industry
Participate in projects and initiatives to help improve overall team functionality and efficiency

Qualification

Sales experienceClient relationship managementPowerPoint proficiencyExcel proficiencyFINRA series 7 licenseFINRA series 63 licenseCuriosityFinance knowledgeCommunication skillsProblem-solving skillsOrganizational skillsTeam collaboration

Required

A Bachelor's degree; concentrations in Economics, Marketing, Finance or Business
2-3 years of relevant post-undergraduate experience at an investment management or asset management firm, preferably in an internal sales role with a track record of success in driving sales
High degree of curiosity, sales, and relationship management
Proficiency in PowerPoint and Excel

Preferred

FINRA series 7 and 63 licenses desired but not required
Knowledge of finance and the investment management industry is highly desirable

Benefits

Paid time off
Medical/dental/vision insurance
401(k)

Company

AQR Capital Management

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AQR is a global investment management firm dedicated to delivering results for our clients.

H1B Sponsorship

AQR Capital Management has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (50)
2024 (51)
2023 (26)
2022 (75)
2021 (18)
2020 (25)

Funding

Current Stage
Late Stage

Leadership Team

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David Kabiller
Co-Founder and Principal
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Stephen Mock
Principal, Chief Technology Officer
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Company data provided by crunchbase