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Asset Owners Sales Specialist

Company: PreciseSource, LLC
Location: New York
Posted on: April 10, 2021

Job Description:

PreciseSource, a nationwide professional recruitment firm, is currently interviewing candidates for the role of Asset Owners Sales Specialist for our global financial services company in New York. This role will work remote until safe to return to an office environment. Sales will be concentrated on the defined contribution market, or pensions/endowments/foundations. This is an institutional sales role within the Asset Owner and Consultant sales team.
Key Responsibilities

  • Implementation of strategic growth plans to increase client and market penetration.
  • Development and implementation of strategic growth plans to increase client and market penetration.
  • Accurate forecasting and planning of sales strategies.
  • Management of the sales cycle - i.e. product and market campaigns. Enhancing our ability to prioritise and focus our sales efforts.
  • Execute an overall realistic and achievable sales plan for the region.
  • Ensure existing client relationships are leveraged to broaden global footprint.
  • Work closely with central product and marketing teams to ensure market intelligence, competitor analysis and market trends / conditions is gathered and monitored.
  • Identify other business sector opportunities.
    Candidate Profile / Key Skills
    • 3+ years Institutional/Buy-side sales experience within the institutional investment consultant space
    • Knowledge of Asset Allocation and Investment Strategies.
    • Proven ability to work with clients and influence at a senior level.
    • Strong knowledge of the financial markets.
    • Extensive consultative sales experience in the area of asset allocation, financial data, investment markets or closely related areas.
    • Willing to travel as necessary.

Keywords: PreciseSource, LLC, New York , Asset Owners Sales Specialist, Sales , New York, New York

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