Job Description
Job Description
Salary : Position Summary
Position Summary
Axcelus Financial is seeking an associate level candidate who will assist in supporting and growing the business development, sales and marketing teams of Axcelus Financial.
Responsibilities
- Support senior colleagues with deals and opportunities to optimize their productivity.
- Collaborate with senior colleagues to develop marketing materials and communication pieces as needed.
- Maintain and expand existing relationships with select business partners - Private Banks, Wirehouses, Hedge Funds, RIAs, Family Offices and Multi-Family Offices.
- Generate proposals and presentations for opportunities with select business partners.
- Research projects as assigned market, opportunities, etc.
- Coordinate and track cases in the pipeline from start to close by working both internally and externally, helping to support the senior team members when absent.
Desired Skills and Experience
- Strong written and oral communication skills.
- Overly proactive and organized around support and productivity tasks for sales team.
- Client service experience with high-net-worth individuals
- The ability to maintain relationships with those that support department and company functions.
- Basic knowledge of compliance regulations and how they relate to marketing materials and functions.
- Knowledge of and experience with all Microsoft Office products.
- Ability to manage and prioritize a wide variety of tasks.
- Able to work independently as well as collaboratively within and across departments.
- Proficiency in qualitative and quantitative analysis advanced Excel skills a plus.
- Experience with building & maintaining CRM systems highly desired.
- Experience with the Adobe Creative Suite highly desired.
Requirements
- Bachelor’s degree or several years of relevant work experience.
- Three (3) years of related sales and client service experience.
- The ability to work in a rapidly changing environment.
- Series 6 or 7 and 63 securities licenses or ability to obtain within two months of hire.
- Variable Insurance license.
- Knowledge of and experience with all Microsoft Office products.
NOTE : This job description is not intended to be all-inclusive. Employees may perform other related duties as negotiated to meet the ongoing needs of the organization.
Axcelus Financial is committed to creating a diverse and inclusive workforce and we are proud to be an equal opportunity employer that does not discriminate against any employee or applicant on the basis of race, religion, color, age, national origin, sexual orientation, disability, gender identity or any other state, federal or local protected class.
At Axcelus, we understand that cultivating and maintaining a culture of diversity and inclusion allows the company to thrive and creates an environment where everyone feels empowered, respected and valued.
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