| Location: |
TN-Nashville
Southeast (AL, FL, GA, LA, MS, NC, SC & TN) |
| Salary Range: |
Base plus bonus opportunities |
| Bonus & Incentives: |
Annual Cash Bonus/Incentive based on individual and firm performance. |
| Position Responsibilities: |
**Establish and maintain relationships with Clients (institutional, hedge funds, financial institutions & corporations), worldwide, on sales and marketing initiatives.
**Creating and updating marketing materials, website and other collateral.
**Maintain customer database consisting of performance information & metrics
**Maintain portfolio management system and analytics database
**Working on proposals and marketing analysis for different investment products
**Analyze market activity, macroeconomic data and printing industry information. Seek input from Management when necessary. Formulate and distribute reports based on analysis to support sales, product development and corporate planning strategies.
**Validate the information and report it to appropriate company individuals. |
| Education and Certifications/Licenses: |
Bachelors |
| Mandatory Minimum Qualifications: |
***1-3+ years in business development/sales, marketing, investment advisement with a broker dealer, financial institution &/or Asset Management.
***Strong database management analysis and reporting skills. Good PowerPoint, Excel and design applications desired. |
| Preferred Qualifications: |
***Securities Licenses are beneficial
***Some broker-dealer, financial planner, bank or investment advisor experience is a plus
***Strong economics background, upbeat with very good attention to detail, who wants to learn.
|
| Additional Comments: |
|
| Benefits: |
Medical, Dental & Vision.
|
| Overnight Travel: |
No Required Travel |
| Relocation Assistance: |
No |
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