Internal Client Strategist

Sterling Capital Management LLC · Charlotte

FULL TIME

Job Description

Company Statement

Sterling Capital Management LLC (Sterling), headquartered in Charlotte, North Carolina, is a registered investment adviser founded in 1970.

Job Statement

Provide support to assigned Client Strategist to generate sales and maintain service relationships with financial intermediaries.

Essential Duties and

Responsibilities

Provide support to Client Strategist covering specific geographical territory in building relationships and growing/retaining assets under management.

Develop and recruit new business prospects, and retain/build upon existing relationships to promote the sale of Sterling Capital’s investment solutions.

Act as a liaison between Client Strategist and advisors/consultants.

Develop and execute sales strategies and tactics.Identify and proactively pursue solutions to meet the applicable needs of Client Strategists, advisors and consultants. Prepare and present sales plans and presentations and develop appropriate sales materials.

Provide appropriate information and guidance to Client Strategists, advisors and consultants to generate sales.

Research, analyze and interpret complex investment product information, financial reports and other market information; maintain in-depth knowledge of financial markets, competitive landscape and Sterling Capital’s investment solutions.

Determine appropriate responses to meet applicable Client Strategist/advisor/consultant needs. Apply market information and other internal and external data – and communicate complex information in a clear, concise and organized manner – to positively influence the sale of Sterling Capital’s investment solutions.

Serve as point of contact for advisors, financial consultants, banks, and financial planners to maximize sales.

Required Qualifications

Bachelor’s degree or equivalent education and related training

2 years of investment sales experience or related industry experience

FINRA Series 7 & 66 (or similar)

Professional verbal and written communication skills

Excellent analytical skills and sound business judgment

Must be an independent self-starter and demonstrate a passion for sales

Demonstrated proficiency in standard computer applications such as Microsoft Office software products

Explore 1M+ Live Opportunities.

Internal Client Strategist

Job Description

Responsibilities

Serve as point of contact for advisors, financial consultants, banks, and financial planners to maximize sales.

Required Qualifications

Bachelor’s degree or equivalent education and related training

2 years of investment sales experience or related industry experience

Professional verbal and written communication skills

Excellent analytical skills and sound business judgment

Ability to travel, occasionally overnight

Preferred Qualifications

Financial Intermediary field sales experience

MBA, CFA, CIMA, CFP

Compensation

Commensurate with experience

Company	Sterling Capital Management LLC
Location	Charlotte
Type	FULL TIME
Niche	Full-time

Explore 1M+ Live Opportunities.

Internal Client Strategist

Job Description

Responsibilities

Serve as point of contact for advisors, financial consultants, banks, and financial planners to maximize sales.Required Qualifications

Bachelor’s degree or equivalent education and related training

2 years of investment sales experience or related industry experience

Professional verbal and written communication skills

Excellent analytical skills and sound business judgment

Ability to travel, occasionally overnightPreferred Qualifications

Financial Intermediary field sales experience

MBA, CFA, CIMA, CFPCompensation

Commensurate with experience

Serve as point of contact for advisors, financial consultants, banks, and financial planners to maximize sales.

Required Qualifications

Ability to travel, occasionally overnight

Preferred Qualifications

MBA, CFA, CIMA, CFP

Compensation