Associate - US Funds Sales Support / Client Advisor

You are a strategic thinker passionate about driving solutions in Sales Support and Relationship Intelligence. You have found the right team.

As a Sales Support Professional within our Asset Management Team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.

Job Responsibilities

• Provide integrated relationship intelligence across the client lifecycle to drive sales performance.
• Collaborate with Client Advisors, financial advisors, and global sales support teams to facilitate client processes.
• Coordinate with cross-functional teams to deliver holistic coverage throughout the sales cycle.
• Support all facets of sales, business development, relationship management, and retention activities.
• Research industry trends and regulatory changes to gather market intelligence for business development.
• Assist in preparing client memos, strategy materials, and business review documents.
• Understand client relationships and asset allocation preferences to support client review presentations.
• Create and update client reports, DDQs, RFPs, pitchbooks, and meeting materials.
• Liaise with Client Advisors to generate portfolio insights, analysis reports, and investment comparisons.
• Maintain client information in internal databases and document sales activity for compliance.
• Partner with sales and marketing teams on product launches, client events, and market research communications.

Required qualifications, capabilities and skills

• Relevant industry experience and market knowledge of the sales process.
• Strong quantitative and analytical skillsets, including data analysis and understanding data flows.
• Understanding of Asset Management business (Investment Management, Mutual Funds, Managed Accounts, ETFs, SMAs) .
• Strong knowledge of all asset classes: Equity, Fixed Income, Cash Liquidity, Currency, Real Estate, Hedge Funds, Private Equity.
• Excellent written and verbal communication skills with strong interpersonal abilities.
• Proficiency in MS Office suite (Excel, Word, Access, PowerPoint) required.
• Effective planning and time management skills to meet deadlines and changing priorities.
• Professional attitude with energy, ownership, and confidence to work independently.
• Ability to work both independently and in a team-based environment.
• Strong stakeholder management and relationship-building skills across global teams.

Preferred qualifications, capabilities and skills

• CFA is a plus.
• Experience with Salesforce preferred.
• Advanced data analysis skills.

• Experience in product launch initiatives.