Platform Sales Associate - US Wealth

About AQR Capital Management

AQR is a global investment management firm built at the intersection of financial theory and practical application. We strive to deliver superior, long-term results for our clients by looking past market noise to identify and isolate what matters most, and by developing ideas that stand up to rigorous testing. Our focus on practical insights and analysis has made us leaders in alternative and traditional strategies since 1998.

At AQR, our employees share a common spirit of academic excellence, intellectual honesty and an unwavering commitment to seeking the truth. We’re determined to know what makes financial markets tick – and we’ll ask every question and challenge every assumption. We recognize and respect the power of collaboration, and believe transparency and openness to new ideas leads to innovation.

The Team

AQR is looking to hire a full-time Platform Sales Associate to join our U.S. Wealth Team, within the Business Development group. The Business Development group works with AQR’s clients in North America, Europe, Australia and the Middle East to provide solutions to achieve their investment objectives. AQR clients include a cross-section of the world’s largest institutional investors, such as public and corporate pension funds, sovereign wealth funds, and foundations and endowments. AQR also serves the private-wealth community and Registered Investment Advisors.

• U.S. Wealth - The U.S. Wealth group was created to engage with taxable U.S. investors and their advisors. The group is responsible for education, awareness and managing new and current client relationships for AQR strategies through dedicated coverage to the Family Office community, Registered Investment Advisor community, as well as elite advisors and teams within the major Broker-Dealer segment. In this role, you will be working with the Broker Dealer team specifically, covering AQR’s wirehouse, private bank, and independent broker-dealer partners.
  
  

Your Role

• Support AQR’s platform sales efforts across broker-dealers, wirehouses, private banks and independent broker dealers by developing and maintaining relationships with key centers of influence across these AQR client segments.
• Plan, prioritize, coordinate and execute on a variety of client events, from regional events in conjunction with AQR’s regional external directors, large-scale national events in conjunction with AQR’s key account managers, to AQR-sponsored educational and client events across the country. This includes budgeting, coordination of logistics, proposing speakers and topics, preparing marketing and AQR-branded collateral and working hand in hand with the key account managers and AQR’s marketing teams on execution.
• Assist in the development and implementation of strategic plans for AQR’s platform sales effort across clients.
• Coordinate and execute on systematic marketing campaigns and support AQR’s build out of capabilities for effective marketing
• Support the AQR marketing team in originating and reviewing various marketing materials and communications to ensure alignment of messaging with our key partners
• Provide senior relationship managers with sales and administrative support, including scheduling of meetings, preparing analytics, presentations, client and prospect materials, and updating of databases (CRM).
• Provide inbound and outbound client support, including helping to service clients, quantify prospects, and sending follow-up information.
• Proactively use databases and sales reports to assist the platform sales effort.
• Work closely with Portfolio Management, Portfolio Solutions, Compliance, Legal, Operations, Risk, and Trading teams to address client requests.
• Develop robust AQR product and asset class knowledge and demonstrate interest in the industry.
• Participate in projects and initiatives to help improve overall team functionality and efficiency.
  
  

What You’ll Bring

• A Bachelor’s degree; concentrations in Economics, Marketing, Finance or Business
• Two to three years of relevant post-undergraduate experience at an investment management or asset management firm, a consulting firm or investment bank
• High degree of intellectual curiosity
• High proficiency in PowerPoint and Excel
• FINRA series 7, 3, and 63 licenses preferred; candidates without licenses will need to obtain them for this role
  
  

Who You Are

• Hard working and eager to learn in a highly intellectual, collaborative environment
• Organization and detail-orientation are key for a successful hire
• Enthusiastic about developing and implementing ideas
• Self-starter, able to work independently as well as within a team
• Exceptional analytical and problem solving skills
• Strong oral and written communication skills
• Knowledge of finance and the investment management industry is highly desirable
  
  

The salary range for this role is expected to be $130,000 to $150,000. This is the range that we in good faith believe is accurate for this role at the time of this posting. We may ultimately pay more or less than the posted range, depending upon factors such as skills, experience, location, or other business and organizational needs. This wage range may also be modified in the future.

This job is also eligible for an annual discretionary bonus. We offer comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), and any other benefits to eligible employees.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.

AQR is an Equal Opportunity Employer. EEO/VET/DISABILITY