Back to search results
Endowment & Foundation Associate
Fort Worth;
Job Description:
The Sales Associate I, Endowment and Foundation Associate "EFA," serves as sales support to Endowment and Foundation Specialists (EFS) covering our Northeast sales region. The EFA role serves as a critical member of the business development team in our pursuit of new business with institutional and private nonprofit organizations. The EFA will work with the EFSs to develop a sales territory and cultivate relationships with both Private Bank and Merrill advisors.
Major Responsibilities:
- Actively manage sales pipeline with EFSs by ensuring accuracy, consistency and timely entry of proactive and reactive interactions into the Client Relationship Management (CRM) system.
- Build out institutional profiles for new and existing relationships by collaborating with internal strategic partners and subject matter experts.
- Participate in market management routines with EFSs, leadership, and advisors.
- Stay current on the competitive landscape and how to handle objections.
- Respond to all inbound sales inquiries, literature or presentation requests, and service issues in a proactive and timely manner.
- Assist ISDs with meeting schedule coordination, pre-meeting research, and timely follow up for post meeting activities.
- Coordinate pricing proposals with EFS and pricing teams.
- Elevate Philanthropic Solutions' internal brand awareness through phone interactions with advisors.
- Assist in development of appropriate sales materials for prospect presentations.
- Provide support to the deals team involved in the RFP process.
- Actively participate in ongoing management of assigned markets business objectives, strategy and execution.
- Serve as vocal member of team, offering innovative ideas, insights and tactics to increase business efficiency and delivery.
Key Skills and Competencies
- Must have a passion for sales and a willingness to learn about the institutional asset management marketplace
- Must posses excellent organizational, written and verbal communication skills
- Ability to manage time effectively, multi-task, and work well under pressure in a team environment
- Must posses strong interpersonal skills and have the ability to communicate effectively with our advisors, as well as, with all levels of internal colleagues and our prospects
- Have a desire to learn about the institutional marketplace, including, asset allocation strategy, spending policy and other related attributes of nonprofit organizations
- Desire to grow, take on more, and to learn innovative sales strategies
Desired Qualifications
- Four-year degree is required
- One to two years of relevant experience within a financial services organization is preferred
- Technically proficient with Microsoft office, including advanced Power Point, CRM Systems
- Series 7 and 66 Licenses required, or to be obtained within 90 days of employment
Job Band:
H5Shift:
1st shift (United States of America)Hours Per Week:
40Weekly Schedule:
Referral Bonus Amount:
0Job Description:
The Sales Associate I, Endowment and Foundation Associate "EFA," serves as sales support to Endowment and Foundation Specialists (EFS) covering our Northeast sales region. The EFA role serves as a critical member of the business development team in our pursuit of new business with institutional and private nonprofit organizations. The EFA will work with the EFSs to develop a sales territory and cultivate relationships with both Private Bank and Merrill advisors.
Major Responsibilities:
- Actively manage sales pipeline with EFSs by ensuring accuracy, consistency and timely entry of proactive and reactive interactions into the Client Relationship Management (CRM) system.
- Build out institutional profiles for new and existing relationships by collaborating with internal strategic partners and subject matter experts.
- Participate in market management routines with EFSs, leadership, and advisors.
- Stay current on the competitive landscape and how to handle objections.
- Respond to all inbound sales inquiries, literature or presentation requests, and service issues in a proactive and timely manner.
- Assist ISDs with meeting schedule coordination, pre-meeting research, and timely follow up for post meeting activities.
- Coordinate pricing proposals with EFS and pricing teams.
- Elevate Philanthropic Solutions' internal brand awareness through phone interactions with advisors.
- Assist in development of appropriate sales materials for prospect presentations.
- Provide support to the deals team involved in the RFP process.
- Actively participate in ongoing management of assigned markets business objectives, strategy and execution.
- Serve as vocal member of team, offering innovative ideas, insights and tactics to increase business efficiency and delivery.
Key Skills and Competencies
- Must have a passion for sales and a willingness to learn about the institutional asset management marketplace
- Must posses excellent organizational, written and verbal communication skills
- Ability to manage time effectively, multi-task, and work well under pressure in a team environment
- Must posses strong interpersonal skills and have the ability to communicate effectively with our advisors, as well as, with all levels of internal colleagues and our prospects
- Have a desire to learn about the institutional marketplace, including, asset allocation strategy, spending policy and other related attributes of nonprofit organizations
- Desire to grow, take on more, and to learn innovative sales strategies
Desired Qualifications
- Four-year degree is required
- One to two years of relevant experience within a financial services organization is preferred
- Technically proficient with Microsoft office, including advanced Power Point, CRM Systems
- Series 7 and 66 Licenses required, or to be obtained within 90 days of employment
Shift:
1st shift (United States of America)Hours Per Week:
40Learn more about this role
Full time
JR-22048987
Band: H5
Manages People: No
Travel: No
Manager:
Talent Acquisition Contact:
Teresa Perry
Referral Bonus:
0
Save job
Job saved
Job saved