In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
Position Overview The Intermediary Internal Sales Associate will work with a team of Intermediary Sales Directors to help manage and develop relationships with Intermediary clients and prospects. The associate will provide support through responding to client enquiries, preparing material for meetings, calling new clients and searching for new opportunities. It requires someone with the ability to take initiative and work proactively with the other members of the team to ensure we are delivering the highest level of service to clients and prospects while assisting the sales team in their outreach to the same. The candidate should have the basic skill set required to develop into a sales role later in his/her career. The incumbent is required to understand all aspects of our Investment product range, the channel we are dealing with and some aspects of legal, operations and compliance. The incumbent is part of the Intermediary Sales team and would work closely with the entire sales team and the client service team. Responsibilities Sales Support
Responsible for developing opportunities with Intermediary clients and prospects which includes day to day inquiries, troubleshooting and reporting. Attain a deeper understanding of the needs and requirements of Intermediary clients working closely with the Intermediary Sales Directors.
Assist the sales team in searching for new clients and opportunities
Work alongside the sales team to set up, prepare for client meetings and conduct follow up.
Work alongside the sales team in preparing prospecting campaigns
Assist the sales team in setting up and hosting fund manager meetings
Provide on going maintenance of CRM database, client distribution lists and other client informational spread sheets.
Collaborate with Marketing on digital marketing campaigns and sales and marketing effectiveness campaigns
Preparation and coordination of ad hoc reports required by clients to be completed by stated deadline.
Respond to enquiries requested by Clients and prospects. This includes preparation, processing, and circulation as stipulated by internal procedures.
General assistance to the sales team to fulfill reporting requirements, manage client inquiries and client information.
Follow the policies and procedures as defined by your manager that will allow you to effectively complete your job.
Up to 5 years of experience in client service or sales support
Prior work experience in financial services preferred.
Must possess good interpersonal skills and written skills. Ability to explain relatively complex concepts in a clear and concise manner to others within the organization.
Responsible for planning own workload typically against a backdrop of changing priorities and/or external events for the coming quarter.
FINRA Licenses: Series 7 and Series 66 (or ability to obtain within 12 months of hire)
ADA Schroder Investment Management North America Inc. complies with the Americans with Disabilities Act of 1990. EEO/Affirmative Action Schroder Investment Management North America Inc. is an affirmative action-equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, religious creed, age, marital status, national origin, ancestry, sex, sexual orientation, gender identity or expression, intellectual disability, mental disability or physical disability, including, but not limited to, blindness, or protected veteran status.