Support up to four outside sales professionals by managing daily workflows, coordinating outreach, and ensuring timely follow-up with clients and prospects.
Analyze fund lineups, product data, and market trends to provide actionable insights that support strategic sales decisions.
Maintain and update a centralized product repository, ensuring the sales team has easy access to current product-level information, new CIT releases, and asset manager partnerships.
Assist in prospecting and outreach to RIAs, broker-dealers, and aggregator channels, leveraging creative messaging and campaigns to optimize engagement.
Collaborate with cross-functional teams including marketing, product, and sales operations to streamline processes and improve team efficiency.
Develop and distribute reports, presentations, and other materials to support sales initiatives and client engagement.
Track and manage multiple priorities while maintaining a high attention to detail, ensuring all team members have the information and tools needed to succeed.
Complete other related duties as assigned
Requirements
Bachelor’s Degree in business or a related field with at least 1-2 years of sales or business development experience.
Proven success in prospecting new relationships in investments or other similar industries.
Skilled in developing creative campaigns, messaging, and materials to drive client outreach and engagement.
Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment.
Excellent communication, interpersonal, and emotional intelligence skills; able to build strong relationships internally and externally.
Collaborative mindset with experience supporting cross-functional teams across sales, marketing, and product.
Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.