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About the Role

Provides service to financial advisors in various channels nationwide, partnering with Regional Consultants to maintain and cultivate relationships. Responsibilities include supporting new business development, managing existing relationships, and resolving advisor inquiries regarding investment products.

Responsibilities

• Grows sales and activity within assigned territory by contacting financial advisors regularly and managing the sales process.
• Supports Regional Consultants in developing new business and servicing existing relationships.
• Follows up with financial consultants who establish new business and educates them on current and upcoming products.
• Maintains and records all activities within CRM, Salesforce.
• Utilizes data and technology to identify specific markets, firms, and financial advisors to increase penetration and market share.
• Converses knowledgeably with financial advisors and key personnel about investment solutions and market conditions.
• Provides superior service and support to financial advisors by responding to requests and resolving account issues.
• Responds to daily telephone inquiries on fund and managed account performance and positions.
• Cultivates and maintains relationships with a select group of focus advisors (“Silver Segment Advisors”), including those in less-traveled areas.

Requirements

• Proven track record of consistently exceeding annual territory sales goals and ranking in the top quartile of annual territory sales rankings.
• Proven track record of developing deep relationships with clients and Silver Segment Advisors to raise assets.
• Experience selling or marketing investment products required.
• 2-3 years of similar experience.
• Consistently exceeds the goal set for quality contacts.
• Shows consistent sales leadership in new products as they are launched and maintains a diversified business mix.
• Mastery of investment products and research.
• Proficiency in aligning investment solutions with partner firm’s research.
• Bachelor’s degree (MBA a plus).
• Series 7 or Series 6 license required; series 63 preferred (if not, obtain within three months).
• Experience within Financial Services.
• Demonstrates inclusive behaviors in support of a culture that values diverse perspectives.
• Agrees to comply with the firm’s hybrid work policy, requiring reporting to the New York City office four (4) days per week, with one (1) remote workday permitted.

Skills

• Sales
• Relationship Management
• Investment Products
• Market Analysis
• CRM (Salesforce)
• Communication

Location

• New York City, NY

Work Type

• Hybrid

Experience Level

• 2-3 years

Education Level

• Bachelor's Degree
• MBA (plus)

Salary/Compensations

• $80,000 - $84,000

About the Company

• Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.