ALM First

Sales

• Own and drive a defined Eastern Region territory — independently developing and executing a comprehensive strategy to identify, target, and win new business.
• Drive aggressive new business prospecting through cold calling, targeted outreach, and face-to-face meetings — consistently building and filling a robust pipeline of net-new opportunities.
• Develop sales presentations for delivery to prospective clients
• Create and deliver proposals to prospective clients.
• Utilize company resources as needed to secure commitments.
• Ensure successful handoff of new clients to financial advisory teams
• Attend industry events and trade shows for the purpose of generating leads and closing sales
• Stay informed on industry trends, changes in industry regulations and the competitive landscape
• Work with management and product development team to refine existing products as needed
• Consistently generate new depository advisory clients and exceed targeted revenue goals through disciplined prospecting and follow-through.
• Other duties as assigned

Director, Sales & Client Relations

Client Services Representative

• Support client onboarding and ongoing service activities, including documentation, data collection, and coordination with internal teams.
• Work with investment data across fixed income and equity strategies—including analytics, returns, portfolio characteristics, and insurance‑related structures—to support the preparation of client and prospect materials.
• Prepare, customize, and distribute recurring and ad hoc client reports, performance materials, and presentation decks.
• Assist with the creation and maintenance of sales and business development materials, including pitchbooks, proposal content, fact sheets, educational presentations, and client‑ready presentations.
• Maintain and update internal templates, reports, and standard materials to ensure accuracy, consistency, and alignment with branding and compliance standards.
• Coordinate with internal teams (including investment management, operations, analytics, marketing, and compliance) to ensure accuracy, consistency, and timely delivery of client and sales‑related deliverables.
• Support client meetings, calls, presentations, webinars, and prospect interactions, including preparation and presentation of materials and follow‑up items.
• Track service requests, deadlines, and action items to ensure service standards and business development timelines are met.
• Maintain internal records, CRM updates, and required documentation in accordance with firm policies.
• Contribute to process improvements, service efficiencies, and enhancements to internal workflows and resources.

Associate, Client Service

Director

• Own the strategy, structure, and ongoing evolution of the organization’s education portfolio, including a multi‑year roadmap aligned to business objectives and the client experience.
• Oversee content development for all educational programs—live, hybrid, and virtual—ensuring instructional quality, consistency, and alignment with defined learning outcomes.
• Guide and review educational content created by internal subject matter experts in close collaboration with the design team.
• Lead the planning, development, launch, and continuous improvement of virtual education programs, including certification series and structured learning pathways.
• Oversee technology and systems supporting virtual education delivery, including learning management systems (LMS), ensuring scalability, reliability, and effective reporting.
• Maintain accreditations for virtual and applicable live programs, ensuring compliance with regulatory, industry, and organizational standards.
• In partnership with the Managing Director, Client Experience, help oversee revenue, pricing strategy, and profitability for education programs.
• Establish standards and best practices for faculty, presenters, and SMEs to enhance instructional effectiveness and learner engagement.
• Define and monitor key performance indicators (KPIs) to evaluate learner outcomes, engagement, satisfaction, and financial performance; use insights to drive continuous improvement.
• Collaborate cross‑functionally with Marketing, Events, Technology, and Client Experience teams to integrate education into the broader client journey.
• Position education offerings as a source of thought leadership, market differentiation, and personalized client value through segmented and tailored learning pathways.

Director, Sales & Client Relations

Associate, Client Service

Director, Education