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21 час назад

Sales Development Specialist (Asset Management)

68 500 - 117 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Sales Development Specialist (Asset Management): Managing and qualifying sales leads for US intermediary teams through targeted prospecting, client engagement, Salesforce workflows, and lead reporting with an accent on opportunity conversion, data integrity, and investment product knowledge. Focus on prioritizing leads, handling objections, coordinating sales and marketing partners, and improving CRM processes and client experience.

Location: Baltimore, Maryland, United States; hybrid work with up to one day per week from home.

Base salary: $68,500–$117,000 annually, depending on location, experience, and skills.

Company

hirify.global is a global asset management organization providing equity, fixed income, and multi-asset investment solutions to individuals, advisors, institutions, and retirement plan sponsors.

What you will do

  • Execute targeted prospecting through 50+ phone calls and emails per day to cultivate prospect and client relationships.
  • Research, profile, qualify, prioritize, and distribute sales leads across US intermediary sales teams.
  • Manage lead activity in Salesforce, maintaining data integrity and improving CRM processes and reporting.
  • Adapt communication to different client needs, listen actively, overcome objections, educate prospects, and set clear next steps.
  • Collaborate with Sales, Marketing, shared services, and other business partners to improve engagement and client experience.
  • Support monthly, quarterly, and ad hoc reporting, operational improvements, projects, and process deliverables.

Requirements

  • Bachelor’s degree or an equivalent combination of education and relevant experience, plus 2+ years of total relevant work experience.
  • FINRA Series 7 and Series 66 licenses; licenses may be obtained within the first three months of hire if not currently held.
  • Knowledge of client needs, investment products and strategies, capital markets, competitors, and the asset management industry.
  • Strong interpersonal, communication, listening, questioning, resilience, sales process, and project management skills.
  • Ability to collaborate effectively with internal teams and use CRM and data systems.

Nice to have

  • Experience with innovation and project management.
  • Ability to work independently in a fast-paced environment.
  • Value-based, results-driven approach.
  • Previous client-facing experience.

Culture & Benefits

  • Collaborative and inclusive work environment focused on equal opportunity and diversity.
  • Hybrid work schedule with up to one day per week from home.
  • Annual bonus eligibility and a retirement plan.
  • Health and wellness benefits, paid time off, and family care resources including fertility and adoption benefits.

Hiring process

  • Complete eligibility questions sent by email and text; the estimated time commitment is 3–5 minutes.
  • If eligible, record introductory video responses through HireVue; the estimated time commitment is 20–30 minutes, with possible time limits and limited retakes.

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