Regional Associate
About The Position
Join Our Team at Aristotle Who We Are Aristotle is a majority employee-owned investment management organization with offices in Los Angeles, Newport Beach, Boston, and Sarasota. We specialize in equity and fixed income portfolio management for institutional and advisory clients around the world. Our mission is to help clients achieve their long-term financial goals through active portfolio management and a research-driven investment framework. Aristotle attracts and retains talented investment professionals through a culture focused on research, investment management and client success. What You’ll Do The Regional Associate will be responsible for partnering with their external wholesaler(s) to develop new and maintain existing relationships with financial advisors to increase sales at Aristotle. The Regional Associate will communicate with financial professionals on a wide range of capital market developments and investment-related topics including portfolio process and philosophy, positioning, and performance.
Requirements
- 3+ years of relevant sales or financial services work experience preferred.
- Investment experience or client service/sales support within the financial services industry is highly desired.
- Series 7 required, or the ability to obtain the Series 7 within 6 months of being hired.
- Proficient in Microsoft Office.
- Natural interest in sales and the financial markets.
- Exceptional communication and probing skills; ability to close sales.
- Ability to collaborate with a team and execute responsibilities independently.
- Polished, ambitious, and professional.
- Detail-oriented with a high degree of accuracy and timely follow through.
- Ability to work with large data sets.
Nice To Haves
- Series 63, preferred.
- Bachelor’s degree from an accredited college or university is preferred.
- Familiarity with software including Salesforce, Morningstar, MPI, eVestment: preferred.
- Microsoft Excel skills preferred.
Responsibilities
- Partner with external wholesaler(s) to drive sales and market share in the territory.
- Effectively profile advisors to understand their practice, clients, and investment process to identify needs.
- Conduct proactive outbound sales efforts to raise awareness of Aristotle’s investment solutions.
- Respond to inbound requests & service communications.
- Prioritization along with timely and diligent follow-up with clients is imperative.
- Utilize fund analysis and other research tools to strategically leverage our product offerings.
- Continually build and maintain a working knowledge of Aristotle Capital’s investment management practices, policies, products, and value-added services.
- The role requires the ability to position the firm’s investment philosophy, product differentiation, and competitive analyses in group and one-on-one presentations.
- Remain current on events that impact our clients including industry and general market trends.
- Have an in-depth knowledge and understanding of financial intermediary relationships and platforms, along with client and competitor firms and their products.
- Support team with ad hoc reports.
Benefits
- Comprehensive health, dental, and vision insurance for you and your dependents
- 401(k) with employer matching
- Paid time off, including an annual Employee Volunteer Day
- Life, Critical Illness, Disability, and Accidental Injury Insurance
- Employee Assistance Program
- Inclusive and supportive workplace culture
- Company events and employee discount programs
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1-10 employees
