Internal Sales Manager

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Seeking an Internal Sales Manager to lead, supervise and support all internal equity sales efforts for Securities.

Company Information:

Alternative asset manager.

Job Description:
  • Train, Coach and Supervise the internal wholesalers, raising equity capital through our network of Wires, Independent broker/dealers and RIAs.
  • Extensive outbound telephone call monitoring, and documentation of activities in our client management database. Day-to-day management of sales desk fostering a sales and service environment to assure customer satisfaction and that company equity raise sales goals are met.
  • Effectively utilize reporting relationship with head of National Sales to accomplish mission.  Maintaining appropriate staffing levels while promoting and sustaining a positive work environment.  (70%)  
  • Utilize third party analysis and other research tools to strategically leverage our product offering(s). Relay this information timely and effectively to all internal sales staff.
  • Continually build and maintain a working knowledge of investment philosophy, management practices, policies, offering(s) and value-added services. Foster this working knowledge amongst the internal sales staff.  Remain current on events that impact our clients including industry events and general market/industry trends. 
  • Guide internal sales staff to problem resolution with external or financial advisor.  

Requirements / Qualifications:
  • Demonstrated knowledge of the financial intermediary marketplace. Knowledge of Alternative Investments; Alternative procedural and operational servicing knowledge preferred. 
  • Bachelor’s degree in a related field or an equivalent combination of education and work experience.
  • Seven years financial industry experience preferred. Sales experience preferred. 
  • Demonstrated interpersonal, investment analysis, written and verbal communication skills required.   
  • Working knowledge of Microsoft Office, Outlook, Salesforce, Fintrx 
  • Series 7, 63, 24 licenses required. 

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