Sales Support Associate

You are a strategic thinker passionate about driving solutions in Sales Support. You have found the right team. As a Sales Support Professional within our Institutional Sales Support Team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment. - Conduct research on distribution channel trends and monitor industry developments, regulatory changes, and their impact on client portfolios. - Prepare client memos and materials for strategy meetings, business reviews, and sales conferences. - Analyze client relationships and asset allocation preferences to support client review presentations and briefing memos. - Create and update client reports and deliverables, including DDQs, RFPs, pitchbooks, and meeting materials. - Respond to client queries and manage communications, including attending client calls and documenting meeting notes. - Maintain client information in internal databases such as Salesforce and Spectrum, ensuring accurate documentation of sales activities. - Partner with sales and marketing teams on new product launches, client events, and market research communications. - Liaise with Client Advisors to generate portfolio insights, heatmap analyses, investment comparisons, and related reports. - Oversee onboarding of new clients, ensuring completion of due diligence and AML processes, and monitor client reporting schedules. - Demonstrate comprehensive understanding of platforms, asset classes, and products to effectively execute assigned tasks and drive stakeholder management. - Take ownership of the delivery and execution of a pipeline of sales-related activities, adapting to increasing complexity and evolving business needs. - Bachelors Degree in Finance, Business, Economics, or related field with at least 4 years of experience. - Relevant industry experience and market knowledge of the sales process. - Strong quantitative and analytical skillsets, including data analysis and understanding of data flows. - Proficiency in MS Office product suite (Excel, Word, Access, PowerPoint). - Excellent written and verbal communication skills with strong interpersonal abilities. - Experience working with CRM platforms such as Salesforce. - Understanding of Asset Management business (Investment Management, Mutual Funds, Managed Accounts, ETFs, SMAs). - Strong knowledge of asset classes: Equity, Fixed Income, Cash Liquidity, Currency, Real Estate, Hedge Funds, Private Equity. - Effective planning and time management skills to meet deadlines and adapt to changing priorities. - Ability to work independently and collaboratively within a team environment. - Professional attitude with energy, ownership, and confidence to complete work with limited supervision.,