Inside Sales Senior Associate - RIA Bank

Overview

Join to apply for the Inside Sales Senior Associate - RIA Bank role at Aristotle

Aristotle is a majority employee-owned investment management organization with offices in Los Angeles, Newport Beach, Boston, and Sarasota. We specialize in equity and fixed income portfolio management for institutional and advisory clients around the world. Our mission is to help clients achieve their long-term financial goals through active portfolio management and a research-driven investment framework. Aristotle attracts and retains talented investment professionals through a culture focused on research, investment management and client success.

What You’ll Do

This individual will work in conjunction with senior client facing sales professionals to help facilitate all aspects of new client onboarding and current client retention and satisfaction. Specifically, will work to develop new, and maintain existing relationships with research analysts and due diligence professionals at RIA firms and within Bank Trust departments. This individual will communicate with financial professionals on a wide range of capital market developments and investment related topics including portfolio process and philosophy, positioning, and performance.

Key Responsibilities:

• Partner with external sales professionals to drive sales and increase market share in the territory
• Effectively profile sales territories, help to establish lists of qualified prospects and execute on an agreed upon sales plan
• Conduct proactive outbound sales efforts to raise awareness of Aristotle’s investment solutions
• Respond to inbound calls and emails as well as other client service requests. Organization, professionalism and the ability to prioritize multiple tasks is imperative
• Strategically position Aristotle’s investment strategies within the context of the capital markets as well as relative to competitor’s offerings
• Continually build and maintain a working knowledge of Aristotle’s investment management practices, policies and products. The role requires the ability to position the firm’s investment philosophy, product differentiation and competitive analyses in group and one-on-one presentations
• Remain current on events that impact our clients including industry and general market trends
• Have an in-depth knowledge and understanding of financial intermediary relationships, custodial platforms and investment vehicles (SMA, model delivery, TAMPs, mutual funds, etc)

What You’ll Bring

We recognize that not all candidates will meet every requirement. If you’re passionate about this role and believe you have the skills to succeed, we encourage you to apply.

Qualifications:

• Minimum of 3 - 5 years of relevant financial services work experience: required
• Experience in investment management or client service/sales support within the financial services industry, specifically RIA, required
• Bachelor’s degree from an accredited college or university, preferred
• Series 7 required: or the ability to obtain the Series 7 within 6 months of being hired
• Series 6, 63, or 66: strongly desired
• CFA, CFP or MBA (or progress towards), desired
• Clean U4/5
• Natural interest in financial services sales and the financial markets
• Exceptional communication, writing and listening skills
• Ability to collaborate with a team and execute responsibilities independently
• Polished, ambitious, and professional
• Detail oriented with high degree of accuracy and timely follow through
• Proficient in Microsoft Office
• Familiarity with software including Salesforce, Style
  
  ADVISOR: preferred
• Willingness to travel as needed

• Comprehensive health, dental, and vision insurance for you and your dependents
• 401(k) with employer matching
• Paid time off, including an annual Employee Volunteer Day
• Life, Critical Illness, Disability, and Accidental Injury Insurance
• Employee Assistance Program
• Inclusive and supportive workplace culture
• Company events and employee discount programs

• We place our clients’ interests first
• We act with integrity
• We achieve excellence through accountability and collaboration
• We empower our employees
• We are respectful
• We value community

Onsite – Los Angeles, CA, Newport…