Muni Salesperson recruitment
In addition to the investment management services, the group provides customized portfolio reporting and assistance with development of investment guidelines and strategies. The group currently consists of 16 investment professionals located in New York City. The group currently services over 150 clients globally and has over $8 billion in customer assets.
The group operates an online money market portal that provides institutional investors with access to over 140 money market funds. They are currently looking for an individual to market and sell institutional money market funds to corporations and municipalities via the portal.
Job Description –
- Responsible for calling prospective clients
- Responsible for introducing the firm and the money market portal
- Make in person presentations to Financial decision makers
- Provide customer service
- Respond to client account inquires
- Travel as necessary
Requirements:
- Minimum of 4 Years’ Experience
- Prior experience working with muncipalilties and/or money market funds in a sales or client service role is strongly preferred
- Series 6 and/or 7
- Strong PowerPoint and Microsoft Office skills including Excel;
- BA/BS degree;
- Strong written and verbal communication skills;
February 9, 2012
• Tags: Accounting & Finance careers in the USA, Muni Salesperson recruitment • Posted in: Financial