Job Description & How to Apply Below
This Inside Sales position requires expertise in financial services to support Skyline's goals. You will work closely with investment advisors and portfolio managers, providing them with the latest insights and fostering meaningful relationships. Your proactive approach will be critical in increasing market share and supporting client solutions.
Key Responsibilities:
• Create market insights for investment professionals
• Train and motivate financial advisors
• Collaborate on client meeting preparations
• Pursue new business through proactive outreach
• Maintain excellent customer satisfaction
Requirements:
• Bachelor's degree or equivalent experience
• Successful completion of CSC or CFA Level I
• Strong verbal and written communication skills
• Minimum of 3 years in investment management
• Knowledge of exempt market investments
Join Skyline to play a key role in enhancing investor experiences and building a sustainable investment future.
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