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Fintech Sales Associate

Company: Michael Page
Location: Hoboken
Posted on: September 11, 2021

Job Description:

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.


* Partner with the Regional Director - Senior Vice President to help the region increase sales revenue by coordinating meetings with potential clients and prospects and organizing travel plans.

* Provide materials, educational information, metrics, and fund performance information to clients upon request.

* Manage the registration onboarding process for RIA's on the main platform, including setting each firm up on the back end, notifying salespeople when clients register, and adding clients to Salesforce.

* Ensure clients within your territory are aware of closing dates and follow up to confirm that all possible investments are closed.

* Work with the Fund Management & Research, Fund Finance, and Investor Relations teams to respond promptly to client questions and provide additional fund information.

* 2+ years of internal sales experience within the Financial Services industry

* Knowledge of Alternative Investments is a plus but not required

* Series 7 and 63 license are preferred

* Strong interpersonal skills: ability to generate new leads through both phone and email communication

* Client focused with outstanding judgment, critical thinking and communication skills, and persuasive consultative selling skills

* Able to develop internal and external relationships, partner with various internal departments, and foster teamwork

* Organized and detailed-oriented when managing requests from prospects and clients

* Willingness to learn new topics and work in a fast paced, rapidly growing company

Powering the world's alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.

* Competitive salary based on skills and experience

* Excellent insurance and benefits package, including health, vision, and dental

* Optional 401K plan participation + discretionary yearly company match

* Paid vacation and sick-leave

* Invaluable learning experience at a high growth, margin-focused Finance company with strong fundamentals, a deep and innovative product pipeline, and a loyal customer base

*Apply today using the link provided and your resume will be considered in 24 hours. *

Keywords: Michael Page, Hoboken , Fintech Sales Associate, Other , Hoboken, New Jersey

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