Investment Management Sales Professional

2 weeks ago


Chicago, Illinois, United States BCI - Brokerage Consultants Inc Full time
Investment Management Sales Opportunity

BCI - Brokerage Consultants Inc is seeking an experienced Investment Management Sales Professional to join our team. As a seasoned business development professional, you will be responsible for generating new leads, building relationships, and creating custom investment solutions for ultra-high-net-worth (UHNW) investors and family offices.

Key Responsibilities:
  • Develop and implement effective sales strategies and marketing campaigns to attract and retain clients in alignment with the firm's overall business objectives.
  • Develop proposals and pitchbooks to effectively present investment solutions to clients.
  • Work closely with portfolio specialists, investment consultants, and sales teams to build relationships and grow client assets.
  • Stay informed on market trends, competitor activities, and regulatory changes to effectively position the firm and its strategies.
  • Maintain accurate records of sales activities and client interactions, providing regular reports and updates to senior management.
Requirements:
  • Bachelor's degree in finance or a related field; CFA or CFP a plus.
  • 5+ years of sales experience in investment management with a focus on high net worth and family offices.
  • Extensive network of prospective clients and industry contacts.
  • Deep understanding of investment products and strategies, financial markets, and regulatory environment.
  • Exceptional communication, negotiation, and relationship-building skills.

The target base salary range for this role is ~$150-200k plus a lucrative commission structure and firm bonus. Actual base salary will be impacted by numerous factors including experience level, skillset, location, etc.



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