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Inside Sales Senior Associate - RIA Bank

Inside Sales Senior Associate - RIA Bank

Aristotle Capital ManagementNewport Beach, CA, US
30+ days ago
Job type
  • Full-time
  • Quick Apply
Job description

Who We Are :

  • With offices in Los Angeles, Newport Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide.
  • Our mission is to help our clients reach their long-term financial goals with active portfolio management using our research-driven investment framework.
  • Aristotle attracts and retains talented investment professionals through a culture focused on research, investment management and client success.
  • We are currently seeking an Inside Sales Senior Associate to join our team.
  • 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.

What You Will Do :

  • 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 Will Need :

  • 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, StyleADVISOR :

  • preferred.
  • Willingness to travel as needed.

    • What We Have to Offer :

  • Robust Health, Dental, and Vision insurance for you and your dependents 401(K) Retirement Plan with Employer Matching A culture that values inclusivity Paid time off, including annual Employee Volunteer Day Life, Critical Illness, Disability, and Accidental Injury Insurance Employee Assistance Program Various Company events throughout the year Employee Discount Program Is Aristotle Right for You?
  • At Aristotle, we stand by our core values.
  • 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.

    • Compensation Range :

  • 85,000.00 - $95,000.00, plus discretionary bonus.
  • Please note that the pay range provided is a good faith estimate for the position at the time of posting.
  • Actual compensation will be dependent on factors, including but not limited to, the individual’s qualifications, relevant experience, knowledge, skills, education, internal equity, and physical work location within the state.
  • This position requires working in-office and can be located at our offices in Los Angeles, CA, Newport Beach, CA, or Boston, MA.
  • We are looking for exceptional individuals who are intelligent, enthusiastic, and curious, someone who will contribute to our expanding business.
  • An ideal candidate would not limit their contribution to the provided job description but would help us surpass our goals by continually finding ways to improve themselves and the firm.
  • If you would like the stability of a successful, established company and the growth opportunities of a dynamic environment, we look forward to hearing from you.

    • Note :

  • The above description identifies the essential job functions and skills needed by the person or persons assigned to this position.
  • These job functions and skills are not intended to be a complete and exhaustive list of all responsibilities, duties and skills required.
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
  • The information contained herein is subject to change at the company's discretion.
  • No phone calls.
  • No agencies or recruiters.
  • Aristotle is an Equal Employment Opportunity Employer.
  • Aristotle will consider for employment, qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance.
  • Aristotle Capital Management, LLC, Aristotle Credit Partners, LLC, Aristotle Capital Boston, LLC, Aristotle Atlantic Partners, LLC, Aristotle Pacific Capital, LLC, and Aristotle Investment Services, LLC, are affiliated organizations.
  • Each is an independent investment adviser separately registered under the Investment Advisers Act of 1940, as amended.
  • Registration does not imply a certain level of skill or training.
  • More information about each adviser including the investment strategies, fees and objectives can be found in their ADV Part 2, which is available upon request.   We have updated our Privacy Policy.
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