What are the responsibilities and job description for the Jr. Sales and Marketing Associate position at NorthCoast Asset Management?
NorthCoast Asset Management, a Division of Kovitz Investment Group, is looking for a Jr. Sales and Marketing Associate to join our team in their Greenwich, CT office. Based in our Greenwich, CT office, the Jr. Sales and Marketing Associate you will play a crucial role in growing our client base, working with pensions, foundations, family offices and financial advisors throughout the United States. The ideal candidate will have strong communication skills and some beginning knowledge of investment sales. The ability to multi-task and a strong desire to support and learn from senior sales staff is a must.
KEY RESPONSIBILITIES:
- Provide sales support to a geographically dispersed team across multiple cities in the United States.
- Develop and execute strategic business development campaigns targeting potential clients.
- Collaborate with the department sales manager to enhance CRM processes and optimize operational efficiencies.
- Collaborate with the marketing team to help design and implement regular communications campaigns.
- Oversee the compilation of monthly and quarterly performance data into dedicated websites.
DESIRED SKILLS & EXPERTISE
- Previous experience in sales within the financial services sector strongly preferred.
- Demonstrate excellent communication skills, both written and verbal, to effectively engage with prospects and internal stakeholders.
- Proficiency in Microsoft Office Suite: Word, Excel, and PowerPoint
- Exceptional organizational skills, meticulous attention to detail, adept multitasking, and the ability to handle shifting priorities.
- Upon hiring, willingness to pursue and obtain FINRA Series 65 certification.
- Bachelor’s degree in economics or finance preferred.
Job Type: Full-time
Pay: $50,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Paid sick time
- Paid time off
- Parental leave
- Vision insurance
Schedule:
- Monday to Friday
Supplemental Pay:
- Performance bonus
Work Location: In person
Salary : $50,000 - $65,000
