Investment Sales Associate

2 weeks ago

Richmond, United States The London Company Full time
Job DescriptionJob Description

Investment Specialist - The London Company

Founded in 1994, The London Company is a majority employee-owned investment management firm serving institutional, sub-advisory, and wealth clients and their intermediaries around the world. Strategies focus on U.S. equity management across all market capitalizations. At the heart of the Firm’s investment principles is a belief that markets are much less efficient at assessing risk than reward. That downside protection focus is the hallmark of the Firm’s singular, highly differentiated investment process that relies on facts—not speculation. This disciplined and transparent approach has produced a growing and diversified client base.

The London Company is seeking an Investment Specialist to join our Internal Sales team in Richmond, VA. This is an internal client support and sales position.

Key criteria for success include a highly energetic individual with a strong work ethic, desire to learn and take initiative, possess exceptional personal skills, and is adaptable and responsive to our multi-task fast paced, team-oriented environment.

 

Responsibilities

  • Maintain and enhance relationships with financial advisers across a geographic territory
  • Provide updates and information on the Firm’s investment strategies while seeking cross-sell opportunities
  • Regular communication through phone calls and emails, fulfilling informational requests, conducting conference calls/webinars, and various other client support activities
  • 2 to 5 years of relevant industry knowledge and experience preferred
  • Ability to convey firm’s process, investment strategies, and individual securities
  • Responsible for documenting all external communications in the firm’s CRM
  • Limited travel expectations

Qualifications, Skills/Experience

  • Bachelor’s degree in Finance, Accounting, or Economics preferred
  • Professional experience or background within the fields of finance, economics, marketing or sales preferred
  • Understanding of investment markets, systems, and different product offerings
  • Demonstrate the ability to work independently and within a team environment
  • Candidate should have excellent interpersonal, presentation, oral and written communication skills. Ability to communicate persuasively and strategically
  • Certifications/Licenses: Series 65. Ability to pass within 180 days of hiring date
  • Proficient with Microsoft Office
  • Experience with Firm’s current CRM (Salesforce) preferred

About The London Company’s Culture

Since its founding, The London Company has put its clients first, and that central focus is at the heart of the Firm’s culture. The London Company has developed a reputation for being available, accessible, and proactive with its clients. The Firm prides itself on its ability to build deep relationships, continues to make significant investments in the team cross all departments to ensure it delivers the highest level of client service. The independent, boutique nature of the firm has allowed us to enhance the quality of the client and employee experience, leading to a healthy and rewarding firm culture.

The London Company is an established, nationally recognized firm with an ownership culture and has been named by The Richmond Times‐Dispatch as a 2020‐2023 Top Workplace in the greater Richmond area. In 2022 and 2023, London Company was recognized as a top firm by Pensions & Investments as a Best Places to Work in Money Management program. The Firm’s largest asset is its people, so the firm focuses on retaining and investing in its people for the long‐term. Evaluations and strategic planning aim to position employees to maximize their potential. The Firm strongly believes an ownership culture is paramount to continued success and applies this belief across all functions of the firm.

Mission Statement
Our passion is investing. Our mission is to channel that passion to enrich the lives of our clients and colleagues in an enduring and meaningful way.

Core Values
At The London Company, we embrace integrity, dedication, and respect.

Vision
To provide unmatched downside protection and re-write the books on client service and team engagement.

We are an equal opportunity employer and value diversity at our company.
We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

The London Company offers a flexible environment with a market leading benefits package: salary plus bonus, 100% paid for medical, dental & vision insurance for employees, 401k plan, professional development, gym membership, generous vacation package, and many other perks.

To Apply: Please submit both a cover letter and resume to rsheldon@tlcadvisory.com using subject line “Investment Sales Associate.”  We look forward to hearing from you

Company DescriptionThe London Company is an established, nationally recognized investment firm with an ownership culture and was recently named by The Richmond Times-Dispatch as a three-year Top Workplace in the greater Richmond area. The Firm’s largest asset is its people, so the firm focuses on retaining and investing in its people for the long-term. Evaluations and strategic planning aim to position employees to maximize their potential. The Firm strongly believes an ownership culture is paramount to continued success and applies this belief across all functions of the firm.Company DescriptionThe London Company is an established, nationally recognized investment firm with an ownership culture and was recently named by The Richmond Times-Dispatch as a three-year Top Workplace in the greater Richmond area. The Firm’s largest asset is its people, so the firm focuses on retaining and investing in its people for the long-term. Evaluations and strategic planning aim to position employees to maximize their potential. The Firm strongly believes an ownership culture is paramount to continued success and applies this belief across all functions of the firm.

  • Investment Banking Associate

    3 weeks ago

    Richmond, United States Navagant Full time

    Job DescriptionJob DescriptionAs an Associate you’re responsible for:Prepare marketing documents, pitch materials, confidential information memoranda, board presentations, and management presentations.Create valuation analysis, including comparable companies, comparable transactions, and discounted cash flows.Conduct financial due diligence and industry...

  • Investment Banking Associate

    2 weeks ago

    Richmond, United States Navagant Full time

    Job DescriptionJob DescriptionAs an Associate you’re responsible for:Prepare marketing documents, pitch materials, confidential information memoranda, board presentations, and management presentations.Create valuation analysis, including comparable companies, comparable transactions, and discounted cash flows.Conduct financial due diligence and industry...

  • Investment Banking Associate

    1 week ago

    Richmond, United States Navagant Full time

    Job Description Job Description As an Associate you’re responsible for: Prepare marketing documents, pitch materials, confidential information memoranda, board presentations, and management presentations. Create valuation analysis, including comparable companies, comparable transactions, and discounted cash flows. Conduct financial due diligence and...

  • Associate - M&A Investment Team - Richmond, VA

    5 days ago

    Richmond, United States Soul Equity Solutions Full time

    Private Equity Associate About Soul Equity Solutions Soul Equity is a retained Executive Search firm, dedicated exclusively to guiding Middle Market Private Equity Firms and their Portfolio Companies to best-in-class talent. We work exclusively with Middle Market Private Equity firms to grow their internal teams and transform their portfolio companies. Our...

  • Sales Associate

    6 days ago

    Richmond, United States Trilogy Health Services Full time

    Sales Associate Campus The Springs of Richmond Type Full-Time Shift 1st Shift Location : Address 400 Industries Road Location : City Richmond Location : State/ Province IN Location : Postal Code 47374 JOIN TEAM TRILOGY When asked to describe yourself Sales Associate, Sales, Associate, Healthcare, Marketing, Retail

  • Sales Associate

    7 days ago

    Richmond, United States Alchemy Financial Group Full time

    About the Sales Associate Position We're seeking a motivated and friendly worker to join our team as a Sales Associate. In this role, you'll work closely with customers to ensure their experience is a great one! From informing customers about products and services to maintaining the sales floor, you'll be a representative of our company the client can count...

  • Sales Associate

    1 week ago

    Richmond, United States Hibbett Retail, Inc. Full time

    00864 Richmond, VA LE_301 Hibbett Retail, Inc. Job Title: Sales Associate Department: Operations FLSA Status: Non-Exempt Reports To: Store Manager SUMMARY The Sales Associate is responsible for assisting the store's management staff with providing quality customer service. The Sales Associate is knowledgeable in each product area or department in our store....

  • Sales Associate

    1 week ago

    Richmond, United States Hibbett Retail, Inc. Full time

    01479 Richmond, CA LE_301 Hibbett Retail, Inc. Job Title: Sales Associate Department: Operations FLSA Status: Non-Exempt Reports To: Store Manager Hourly: $16.17 - $16.98 SUMMARY The Sales Associate is responsible for assisting the store's management staff with providing quality customer service. The Sales Associate is knowledgeable in each product area or...

  • Seasonal Sales Associate

    3 days ago

    Richmond, United States Lilly Pulitzer Full time

    Seasonal Sales Associate page is loaded **Seasonal Sales Associate** **Seasonal Sales Associate** locationsRichmond, VA - Short Pump Town Center time typePart time posted onPosted 20 Days Ago job requisition idR26080 Richmond, VA - Short Pump Town Center Virginia**Job Description** The Sales Associate has the responsibility of assisting with the daily...

  • Sales Associate

    3 weeks ago

    Richmond, United States Equalizer Solutions Full time

    Equalizer Solutions is looking for a Sales Associate to help implement our tried and true brand marketing strategies. Sales Associate responsibilities include defining brand identity, building rapport with potential customers, answering questions and giving your professional opinion on solutions for our customers. You will conduct marketing consulting and...

  • Counter Sales Associate

    4 weeks ago

    Richmond, United States Gemaire Full time

    Hiring for the following location(s): 7510 Whitepine Rd, Richmond, Virginia 23237 About Us Looking for a cool job? Join the HVAC industry leader! Gemaire Distributors is a fully owned subsidiary of Watsco, Inc. (NYSE: WSO), the largest network of HVAC distribution businesses in the U.S. As one of Watsco's subsidiaries, Gemaire distributes top-quality...

  • Sales Associate

    3 weeks ago

    Richmond, United States Spencer Gifts Full time

    Spencer's - JobID: J3M10V6Q2C13B3YM8NT [Retail Sales / Store Assocaite / Cashier] As a Sales Associate @ Spencer's, you'll: Maintain Guest Services; Efficiently operate POS, maintaining security of cash; Support the Store Management Team by generating sales, conducting housekeeping, merchandising, signing, pricing, POS operations and loss...

  • Sales Associate

    1 week ago

    Richmond, United States Equalizer Solutions Full time

    Equalizer Solutions is looking for a Sales Associate to help implement our tried and true brand marketing strategies. Sales Associate responsibilities include defining brand identity, building rapport with potential customers, answering questions and giving your professional opinion on solutions for our customers. You will conduct marketing consulting and...

  • Sales Associate

    10 hours ago

    Richmond, United States Equalizer Solutions Full time

    Equalizer Solutions is looking for a Sales Associate to help implement our tried and true brand marketing strategies. Sales Associate responsibilities include defining brand identity, building rapport with potential customers, answering questions and giving your professional opinion on solutions for our customers. You will conduct marketing consulting and...

  • Sales Associate

    1 week ago

    Richmond, United States Equalizer Solutions Full time

    Job DescriptionJob DescriptionEqualizer Solutions is looking for a Sales Associate to help implement our tried and true brand marketing strategies. Sales Associate responsibilities include defining brand identity, building rapport with potential customers, answering questions and giving your professional opinion on solutions for our customers. You will...

  • Sales Associate

    1 week ago

    Richmond, United States Equalizer Solutions Full time

    Job DescriptionJob DescriptionEqualizer Solutions is looking for a Sales Associate to help implement our tried and true brand marketing strategies. Sales Associate responsibilities include defining brand identity, building rapport with potential customers, answering questions and giving your professional opinion on solutions for our customers. You will...

  • Sales Associate

    1 week ago

    Richmond, United States Equalizer Solutions Full time

    Job DescriptionJob DescriptionEqualizer Solutions is looking for a Sales Associate to help implement our tried and true brand marketing strategies. Sales Associate responsibilities include defining brand identity, building rapport with potential customers, answering questions and giving your professional opinion on solutions for our customers. You will...

  • Sales Associate

    2 days ago

    Richmond, United States Equalizer Solutions Full time

    Job DescriptionJob DescriptionEqualizer Solutions is looking for a Sales Associate to help implement our tried and true brand marketing strategies. Sales Associate responsibilities include defining brand identity, building rapport with potential customers, answering questions and giving your professional opinion on solutions for our customers. You will...

  • Sales Associate

    2 days ago

    Richmond, United States Equalizer Solutions Full time

    Job DescriptionJob DescriptionEqualizer Solutions is looking for a Sales Associate to help implement our tried and true brand marketing strategies. Sales Associate responsibilities include defining brand identity, building rapport with potential customers, answering questions and giving your professional opinion on solutions for our customers. You will...

  • Sales Associate

    2 days ago

    Richmond, United States Equalizer Solutions Full time

    Job DescriptionJob DescriptionEqualizer Solutions is looking for a Sales Associate to help implement our tried and true brand marketing strategies. Sales Associate responsibilities include defining brand identity, building rapport with potential customers, answering questions and giving your professional opinion on solutions for our customers. You will...