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Prospect Capital Management · 1 week ago

RIA Sales Support Associate

NYC Metro Area

Full-time

Onsite

Entry Level

$75K/yr - $95K/yr

1+ years exp

Prospect Capital Management is an alternative asset management firm that manages $11.9B in assets and employs a long-term, value-oriented investment approach. They are seeking an RIA Sales Support Associate to cultivate relationships with financial advisors and support the external sales team in promoting investment products.

Finance

Growth Opportunities

Responsibilities

Cultivate strong relationships with RIAs, financial advisors, consultants, and other decision-makers in the territory through proactive outreach and networking efforts

Support the external sales team by providing detailed product information and sales support

Conduct proactive sales calls to current and prospective clients to promote investment products

Manage the sales pipeline effectively, from prospecting and lead generation to deal closure, ensuring timely follow-up and engagement with potential clients

Stay informed about industry trends, competitor activities, and regulatory changes affecting RIAs and alternative investments, providing insights to internal stakeholders to inform product development and marketing strategies

Maintain accurate records of sales activities, client interactions, and market feedback using Salesforce and other CRM systems, providing regular reports and updates to management on territory performance and opportunities

Provide timely and accurate responses to internal and external inquiries and requests

Coordinate and participate in webinars, conference calls, and other sales events

Qualification

FINRA Series 7FINRA Series 63SalesforceFinancial services experienceMicrosoft OfficeProfessionalismCommunication skillsPresentation skillsOrganizational skillsTime management