Sr. Specialist – Marketing/Sales Support, Inside Distribution recruitment
Organizational Objective/Purpose:Windhaven Investment Management is an SEC-registered investment advisory firm serving high net worth individuals, trusts, retirement plans, foundations and endowments. We broadly diversify investment portfolios across the global capital markets and regularly include exposure to gold, commodities and real estate, in addition to more traditional investments in US and non-US stocks and bonds. To guide investment decisions and manage portfolio risk, we use our proprietary Global Strategies Model. Windhaven is a wholly owned subsidiary of Charles Schwab and is located Read more […]
Sales Support/Internal Sales recruitment
Responsibilities:Directly support designated institutional sales team and management on day to day activities.Account strategy and managementPre-meeting researchDevelopment of individual account sales strategy with sales repProactive follow up and execution of sales tactics with sales reps throughout sales processPreparation of sales materialsTerritory managementNew appointment settingWork with sales executives to prioritise and execute sales tactics and strategiesCRM management and data integrityRFP process supportProvide specific deal strategy and direction to RFP team with sales personCoordinate Read more […]
Supervisor/Manager – Sales Support – Interest Rate Derivatives recruitment
The firm has a long history of high performing results and are a position to build upon this and gain further market share. They are based in modern offices, close to transport and amenities. The Role The area is responsible for supporting the European IRD Sales Desk. Your main duties will include: • Managing the day to day team • Staff Training • Management reporting • Point of escalation • Projects Your background • Supervisory Experience • Middle Office/Sales Support • IRD products • OTC Clearing Rules • SCM and FCM knowledge • Investment Read more […]
5630 – Manager, Sales Support – Advisor Channel Sales, RBC Global Asset Management – Toronto, ON recruitment
Job Category: Client Associate/Sales Associate/Sales SupportJob Type: Full TimeEmployment Type: PermanentPay Type: SalariedExempt/Non-Exempt: N/AWork Hours/Week: 37.5People Manager: NoWork Environment: Office% Travel Required: 0Province/State/County: Ontario (CA-ON)City: TorontoAddress: 155 Wellington St. WRequisition ID: 5630Position Purpose: The Manager, Sales Support develops, implements and leads the Sales Coordinator support as part of the Advisor Channel Sales team-based selling model. They assume responsibility for: • Managing a team 12+ Sales Coordinators (direct reports) Read more […]
sales support – client services recruitment
Schroders en France recherche un sales support client services dont les responsabilités principales seront :1 – Assister les commerciaux dans leur activité commerciale : Organisation des supports commerciaux, coordonner les informations disponibles sur les produits avec les bureaux de Schroders (Luxembourg, Londres…), prise de contact téléphoniques avec les clients pour l’organisation des rendez vous des commerciaux, soutien à l’animation commerciale auprès des plateformes et des distributeurs en déplacement.2 – Gestion des informations adressées au clients : reporting dédié Read more […]
Sales Support/Marketing Associate recruitment
Sales Support/Marketing Associate Our client, a start-up Asset Management firm, is currently experiencing growth of their funds. As such, they have a requirement for a Sales and Marketing Support Associate. The firm is currently in its infancy and has 12 staff with ambitious plans going forward. Due to the nature of the company the role will be extremely varied having direct access to all elements that make up an investment firm. Some responsibilities include Sales support – presentations, factsheets and RFP’s Marketing material production – investment writing, broachers. Website – Maintenance Read more […]
Client Relationship/Sales Support – Northern European Clients recruitment
Key ResponsibilitiesProvide an exceptional level of support to consultants and clients (both internal and external), acting as the first port of call in the Distribution Managers absencePositioning products and services for both new and existing Northern Europe Institutional clientsProvide accurate, well considered responses to consultant and client direct ad-hoc questions, as well as structured and professional responses to RFPsConduct pre meeting research and complete presentation material to a high standard, using your knowledge of the client and the product rangeBuild a high level understanding Read more […]
Group Technology & Operations – Client Lead, Sales Support – Up to VP recruitment
About Deutsche Bank: A Passion to Perform. It’s what drives us. More than a claim, this describes the way we do business. We’re committed to being the best financial services provider in the world, balancing passion with precision to deliver superior solutions for our clients. This is made possible by our people: agile minds, able to see beyond the obvious and act effectively in an ever-changing global business landscape. As you’ll discover, our culture supports this. Diverse, international and shaped by a variety of different perspectives, we’re driven by a shared sense of purpose. At Read more […]
OTC/ Exotics/ EqD/ Trade Support/ Sales Support/ Ibank recruitment
Job Description:-To provide efficient support for the global synthetic equities team-Daily duties will include booking trades, reconciliation and resolving trade issues.-Minimizing operational failure by implementing sufficient regular controls.Requirements:-University graduate preferably in Finance and Economics.-Minimum of 3 years relevant experience within a trade support environment Delta -1 experience is a must.-VBA programming skills is a bonus.-Fluent spoken English and Cantonese.-Supervisory experience is a bonus.-Excellent communications and interpersonal skills.With an excellent salary Read more […]
Sales Support – LDI & Fixed Income recruitment
You will be responsible for supporting the distribution effort with a specific focus on clients already invested in and prospective clients of the LDI and Fixed Income product range.REQUIREMENTSUniversity Degree, IMC/CFAExcellent client communication skills (written and Oral)Fixed Income/LDI RFP writing experience in an asset management environment Technical Skills Ø MS Excel Ø MS Word Ø MS PowerPoint Ø MS Outlook Skills / Attributes Ø Excellent organisational and administrative skills Ø Able to multi-task, work to tight deadlines, and to cope under pressure Ø Read more […]