Primarily responsible for assisting in the development and management of new business and products.

Working closely with regional account managers in developing sales strategies and identify opportunities within territory.

Preparing product presentations in support of prospecting efforts and due diligence client servicing.

Attend sales calls, assist in scheduling appointments (include cold calling), attend conferences and/or provide adequate coverage from DE.

Responsible for conference follow up including updating of information into AVENUE (update Notes, business card additions etc.).

Coordinating and participating in client presentations and due diligence meetings.

Assisting in separate account set-up process and working to develop benchmarks, investment guidelines and portfolio structuring analysis.

Participating in a variety of projects as assigned by upper management.

Some travel required.

Bachelor’s Degree is required, preferably in Marketing or Finance (Accounting).

A strong working knowledge of computer applications (Excel, Word, PowerPoint).

Series 7 and 63 licenses, or obtaining such within the first year of employment.

Outstanding academic achievement, extracurricular involvement, work experience and demonstrated leadership qualities

Works well as part of a team.

Enjoys a fast-paced, high-intensity environment.

Possesses excellent communication and presentation skills.

Possesses excellent creative, analytical and computer skills.

Has an entrepreneurial spirit that is willing to take on additional responsibility quickly.

Able to multi-task and absorb information across a broad spectrum of products.