Regional Analyst
Core
Regional sales analyst supporting US financial advisors with prospecting, relationship building, and sales trend analysis for alternative investment products.
Role type
Regional Sales Analyst (Private Wealth)
Builds
Institutional-quality investment opportunities and differentiated insights for financial advisors
Domain
Private Wealth / Alternative Investments
Deliverable
client delivery
Required skills
prospecting, sales trend analysis, relationship building, consultative selling, financial market articulation, data-driven approach, basic finance and analytical skills
Preferred skills
FINRA Series 7 and 63 licensing, prior sales experience, curiosity about capital markets and alternative investments
Technologies
contact management system
Responsibilities
Partner with internal and external partners to develop and prospect new relationships with advisors; Analyze regional/product sales trends within broker/dealer firms and among individual financial advisors; Manage inbound calls from financial advisors; Conduct relationship-building sales calls via the telephone with financial advisors and other licensed professionals; Develop and implement sales plan strategies with the primary focus of prospecting new business; Articulate fund objectives, discuss financial markets and portfolio strategies; Identify sales opportunities and advisor needs, cross-sell ideas and introduce new concepts; Handle daily administrative tasks to ensure maximum business efficiency
Seniority
Individual Contributor, entry-level to mid-level