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Provide home office coverage of Offshore clients (Independent B/D's, Global Banks, Family Offices, Private Banks etc.)
Proactively engage Offshore firms/advisors by providing product information and sales support; scheduling meetings, developing sales strategies and managing client relationships, i.e. conveying pertinent events and marketing campaigns, sharing sales ideas, gathering marketing data
Reactively service clients to resolve issues or provide requested information
Opportunity identification via prospecting, profiling and other sales channel/ territory analysis
Manage client information in CRM and analyze potential opportunities for business development
Help coordinate Offshore marketing campaigns
Serve as a lead specialist representing Internal Offshore Sales in meetings with supporting departments
Fluent in Spanish - spoken and written language skills required
2 - 5+ years of internal wholesaling experience and/or 2 - 5+ years of sales and marketing experience within the asset management industry
Excellent communication and presentation skills
Strong time management and organizational skills
Superior product / industry knowledge
Internal Number: 6126617
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