Client Sales Executive


The sales executive will be responsible for all sales to new clients in an assigned channel and/or geographic region.

Responsibilities include, but are not limited to:

  • Cultivate internal relationships. 
  • Manage resources, expenses, and growth.
  • Demonstrate an ability to lead, think, and operate strategically.

Required Qualifications:

  • Must be able to operate independently.
  • Possess appropriate business development skills.
  • Demonstrated ability to lead, think, and operate strategically.
  • Display a high level of energy and engagement.
  • Up to 50% travel required.
  • Strong software skills and overall technical aptitude.
  • Thorough understanding of the capital markets in general, and private capital.
  • Highly collaborative, strong attention to detail, and excellent communication skills.

Education and Experience Requirements:

  • Bachelor’s degree, CAIA or CFA, or commitment to earn designation.
  • 7+ years of experience.
  • Direct sales experience in the asset management, financial services, and/or fintech space.