Fund Managers and Administrators often overlook the securities and state Blue Sky requirements for private funds. Despite their SEC exemption these fund-raising avenues still have state Blue Sky securities compliance obligations and various other corporate legal needs relating to their securities.
We are seeking a highly motivated and results-driven individual to join our team as Business Development Executive in Fund Services. In this role, you will be responsible for selling our private fund compliance services to your existing book of business and new clients. This opportunity will leverage your ability to sell to C-Suite professionals and establish your role as a trusted advisor. Your primary duties will include identifying, generating, and prospecting new leads, managing them through a sales pipeline to service, and ensuring a seamless transition from sales to service.
If you are a driven salesperson, great at building relationships, and thrive in a dynamic and diverse environment, we encourage you to apply for this exciting opportunity. Join us in helping fund managers and administrators improve their compliance practices and achieve their business objectives through our private fund services.
Details
Employment Status: Full-Time Employee
Report To: Marketing & Sales Director
Direct Reports: None
Compensation: Base salary dependent on experience performance-driven variable incentive compensation plan commissions on qualifying recurring revenue
Benefits OverviewJob Responsibilities

• Sell fund & corporate services to companies in the US and in other countries that are issuing US securities.
• Identify, generate, and prospect new leads, managing them through the sales pipeline to service
• Work with marketing and service teams to create an integrated prospect-client journey and experience
• Oversee/manage sales-to-service process
• Provide additional sales support in other business areas as needed, and any other tasks reasonably required
• Travel for events and client meetings as required
• Work flexibly across time zones (US and international) in accordance with prospects optimum time

Experience

• 2 years proven sales success in B2B environment selling fund solutions
• Track record of closing high value deals
• History of nurturing prospects through long sales cycles to client onboarding
• Preferably has an existing book of business/network of relationships with fund clients
• Holds a degree in relevant discipline
• Evidence of continual professional development
• Fully conversant with the interests and operations of the fund market

Person Specification

• Collaborative
• Dedicated
• Thoughtful
• Highly relational, excellent in-person and telephone manner
• Highly values teamwork
• Well-organized
• Self-motivated

Skills

• Excels at business development, relationship building, closing deals
• Highest written and verbal communication skills
• Consultative sales skills implementing a range of sales techniques and approaches
• Able to manage high-volume pipelines
• Comfortable adapting to new IT tools and resources such as within MS365