This job has expired.
The Sales Associate's role is to actively solicit new investment product sales within an assigned geographic region (Western USA) through telephone and on occasion, in-person interactions with Registered Investment Advisors (RIA) and Multi Family Offices (MFO). The position will work directly with the Client Relationship Manager (CRM) in pursuit of territory sales goals through idea sharing, providing product information, gathering market data and offering sales support. Additionally, the role will actively maintain existing sales relationships, qualify and schedule meetings with new prospects and maintain a book of their own RIA and MFO clients. In addition, the Sales Associate will interact with their counterparts at various partner firms to ensure Carlyle offerings are receiving appropriate shelf-space and mind-share.
The role will also require the Sales Associate to reach specific sales goals for RIAs and MFOs that fall within their coverage universe. Their success will be tied to the overall region's success, in addition to their own personal metrics. The Sales Associate will be expected to grow the region's RIA and MFO business through autonomous prospecting, relationship building and the closing of business. This individual will travel on occasion to meet with clients and prospects, give presentations or conduct group meetings within their designated region. Additionally, this individual will be expected to travel with investment team members on roadshows when appropriate.
The Sales Associate will work closely with the Client Relationship Manager (CRM) to develop and evolve a business strategy to optimize prospecting and maintain a service model for new and existing relationships. The Sales Associate will also be asked to delegate responsibilities regarding coverage and outreach between two Internal Sales Analysts dedicated to the broader region. The Sales Associate should demonstrate a strong knowledge of the competitive landscape, financial markets, and industry trends.
The ideal candidate will possess strong territory management and leadership skills, have established relationships along the west coast of the United States and a track record of cultivating new relationships and increasing sales.
The position is a fast-paced, highly competitive, client-facing sales role that is rewarded based upon consistent superior results. Additionally, the role is an extension of Carlyle's global brand on a regional level and should seek to represent the company through consistent displays of strong values and behaviour.
60% of time
Add your resume to our resume database that can be searched by employers looking to hire!
Subscribe to job alerts and add your resume to our resume database for employers!