Senior Associate, CS
Core
Sell and market asset management products through distribution channels including banks, investment brokerages, and life insurance companies.
Role type
Senior Associate, Channel Sales
Builds
Distribution programs and sales plans for multi-asset, equities, fixed income, private credit, and real estate products
Domain
Asset Management / Financial Services
Deliverable
product features
Required skills
Sales planning, channel relationship management, client relationship management, product knowledge (mutual funds, equities, fixed-income, derivatives), presentation skills
Preferred skills
Problem solving, ownership, accountability
Technologies
None stated
Responsibilities
Design and implement sales plans and distribution programs; Maintain and develop client relationships with various channels; Work with portfolio managers and product marketing to develop client solutions
Seniority
Senior, hands-on IC
