Associate Relationship Manager
Core
Represent Capital's Institutional Investment Services to large institutional corporate and public defined benefit/contribution plans, facilitating prospecting and early-stage relationship development.
Role type
Associate Relationship Manager (Institutional Sales)
Builds
Institutional investment products and services for corporate and public pension plans
Domain
Financial Services / Institutional Asset Management
Deliverable
client delivery
Required skills
prospecting, relationship development, sales cycle management, data synthesis, presentation skills, project management, Salesforce proficiency, market trend analysis
Preferred skills
Series 7 and 66 licenses, investment expertise, ability to operate as second-in-command on prospecting
Technologies
Salesforce
Responsibilities
Facilitate prospecting for opportunities, initiate outreach to build familiarity with prospects, support early-stage relationship development, partner with Business Development Managers on strategy and messaging, maintain data accuracy and execute automated communications, present strategies to clients and prospects
Seniority
Mid-level, hands-on IC
