Sales Associate-San Francisco/New York $62-$68k

Support senior relationship managers and/or consultant relations managers on new business development efforts
 Respond to prospect and/or consultant inquiries and requests providing seamless support
 Respond to requests for information specific to the firm and investment offerings
 Respond and coordinate search request inquiries (RFI, RFP, Due Diligence, etc.) from prospects and/or consultants
 Assist in the preparation and follow-up for both onsite and offsite meetings with prospects and/or consultants
 Communicate as needed with all areas of the firm
 Work effectively with investment personnel, operations, legal/compliance, and senior management in the context of meeting prospect and/or consultant needs
 Work with other members of the Institutional team to leverage resources and enhance the quality of service and support
 Maintain all required account information in CRM system
 Develop and maintain current and comprehensive knowledge of the financial markets and industry trends
 Maintain ongoing knowledge of departmental procedures and update as necessary
 Maintain confidentiality of company information
 Attend and participate in staff meetings
 Complete internal training

BA/BS degree required and related industry experience with investment management clients. MBA and/or CFA (or in process) preferred
• Series 3, 7 and 66 preferred
• Working knowledge of investment management business, institutional business, including markets, indexes, asset allocation, manager structure, performance evaluation and attribution