✨ About The Role
- The role involves supporting field sales professionals throughout the fundraising and prospecting process in a designated region.
- It requires developing and managing relationships with clients to contribute to fundraising goals.
- The position demands a strong understanding of the private wealth landscape and the ability to provide industry insights.
- Candidates will use Salesforce to organize information and prepare reports for regional leadership.
- The job includes coordinating group events and ensuring the accuracy of the sales pipeline in the CRM.
âš¡ Requirements
- A bachelor's degree is required for this position, indicating a foundational level of education.
- Candidates should have a minimum of 2 years of experience in the financial services industry, suggesting a need for some practical knowledge.
- Prior experience with bank platforms, RIAs, or private wealth clients is strongly preferred, highlighting the importance of industry-specific experience.
- Strong organizational skills are essential, as the role involves managing multiple tasks and supporting sales professionals.
- Effective communication skills, both verbal and written, are necessary to engage with clients and prospects meaningfully.