JTC Group · 2 weeks ago
Internal Sales Associate - Strategic Partnerships
Wilmington, DE
Full-time
Hybrid
Entry Level
1+ years expJTC Group is a company that provides private client services, and they are seeking an Internal Sales Associate to manage new sales opportunities and assist the sales team with business development. The role involves coordination of sales activities, managing the sales pipeline, and supporting training and reporting efforts within the organization.
ConsultingFinanceFinancial ServicesReal Estate
Responsibilities
Partner with the Sales Manager in the day-to-day management of the sales platform including additional sales support, responding to inquiries and opportunities from our partners and financial advisors; and any leads generated through JTC’s network, JTC’s website, and Wealth Advisor Leads
Management of closed business and sales pipeline reporting capturing key business analytics for internal reporting
Management of reporting to partners of closed business and current sales pipeline
Coordination and management the end-to-end KYC process
Conducting preliminary reviews of trust documents and statement of assets in order to build out sales opportunities
Coordinating with sales representatives on scheduling new accounts for acceptance
Management of the SalesForce platform
Responsible for the on-going training of current employees as well as the development and presentation of material to new hires with regards to SalesForce and sales processes
Expand and deepen JTC’s relationships with existing and new partners via regular communication and email
Managing and updating marketing material with partner platforms
Coordination of client events; speaking engagements and sales conferences
Creation of presentation material and analytic reporting
Qualification
Required
Bachelor's degree in Business Administration, Marketing, Finance, or a related field; or equivalent combination of education and experience
1–3 years of experience in sales, account management, or customer service (preferably within a corporate or professional services environment)
Knowledge of and experience in trust, legal and investments
Experience in both Sales and Operations
Ability to take on multiple tasks simultaneously and manage effectively
High attention to detail
Ability to travel
High personal interaction skills and team player
Company
JTC Group
JTC is a publicly listed, global professional services business with deep expertise in fund, corporate and private client services.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$153.56MKey Investors
CBPE Capital
2025-11-10Acquired
2025-06-24Post Ipo Debt· $75M
2023-06-14Post Ipo Equity· $78.56M
Leadership Team
Nigel Le Quesne
Chief Executive Officer
Aidan Davin
Managing Director
Recent News
2025-11-24
2025-11-15
Company data provided by crunchbase