Kovitz
POSITION OVERVIEW
As a Jr. Sales and Marketing Associate you will play a crucial role in growing our client base, working with pensions, foundations, family offices and financial advisors throughout the United States. The ideal candidate will have strong communication skills and some beginning knowledge of investment sales. The ability to multi-task and a strong desire to support and learn from senior sales staff is a must. This is a growth opportunity position for a candidate in the Greenwich, CT office.
KEY RESPONSIBILITIES: Provide sales support to a geographically dispersed team across multiple cities in the United States. Develop and execute strategic business development campaigns targeting potential clients. Collaborate with the department sales manager to enhance CRM processes and optimize operational efficiencies. Collaborate with the marketing team to help design and implement regular communications campaigns. Oversee the compilation of monthly and quarterly performance data into dedicated websites.
DESIRED SKILLS & EXPERTISE Previous experience in sales within the financial services sector strongly preferred. Demonstrate excellent communication skills, both written and verbal, to effectively engage with prospects and internal stakeholders. Proficiency in Microsoft Office Suite: Word, Excel, and PowerPoint Exceptional organizational skills, meticulous attention to detail, adept multitasking, and the ability to handle shifting priorities. Upon hiring, willingness to pursue and obtain FINRA Series 65 certification. Bachelor’s degree in economics or finance preferred.
BENEFITS HIGHLIGHTS Work-Life Balance and Time to Recharge: We work hard, we play hard: Enjoy 25 days Paid Time Off (PTO) plus 10 days paid holiday vacations annually. Benefits: Medical, Dental & Vision plans with Health Savings Incentive. Employer-paid Disability & Life Insurance programs. 401(k) with Profit-Sharing. Growth: Employee Wellness Reimbursement, covering wellness activities like gym memberships, cycling, and races. Professional & Personal Development Reimbursement, including training, books, and educational programs.
ADDITIONAL ROLE INFORMATION Job Type: Full-Time (5 days per week in office). Compensation Structure: Base Salary + Bonus. Location: Greenwich, CT
KEY RESPONSIBILITIES: Provide sales support to a geographically dispersed team across multiple cities in the United States. Develop and execute strategic business development campaigns targeting potential clients. Collaborate with the department sales manager to enhance CRM processes and optimize operational efficiencies. Collaborate with the marketing team to help design and implement regular communications campaigns. Oversee the compilation of monthly and quarterly performance data into dedicated websites.
DESIRED SKILLS & EXPERTISE Previous experience in sales within the financial services sector strongly preferred. Demonstrate excellent communication skills, both written and verbal, to effectively engage with prospects and internal stakeholders. Proficiency in Microsoft Office Suite: Word, Excel, and PowerPoint Exceptional organizational skills, meticulous attention to detail, adept multitasking, and the ability to handle shifting priorities. Upon hiring, willingness to pursue and obtain FINRA Series 65 certification. Bachelor’s degree in economics or finance preferred.
BENEFITS HIGHLIGHTS Work-Life Balance and Time to Recharge: We work hard, we play hard: Enjoy 25 days Paid Time Off (PTO) plus 10 days paid holiday vacations annually. Benefits: Medical, Dental & Vision plans with Health Savings Incentive. Employer-paid Disability & Life Insurance programs. 401(k) with Profit-Sharing. Growth: Employee Wellness Reimbursement, covering wellness activities like gym memberships, cycling, and races. Professional & Personal Development Reimbursement, including training, books, and educational programs.
ADDITIONAL ROLE INFORMATION Job Type: Full-Time (5 days per week in office). Compensation Structure: Base Salary + Bonus. Location: Greenwich, CT