Senior Associate

POSITION SUMMARY

The Senior Associate, Sales Support is a member of the Office of Business Development, supporting the entirety of the sales process. This role is specifically responsible for facilitating the accurate and timely completion of the donor-advised fund and investment account opening process, from initial application to funding. A qualified individual will bring strong financial industry business acumen and a professional demeanor, coupled with the ability to work cooperatively with the Office of Business Oversight team, to ensure that the account opening process meets our clients’ expectations. The Sales Support role is the client’s primary point of contact until the account is funded, available to answer questions and assist newly onboarded advisors with internal processes, use of new software, and understanding program requirements.  Additional responsibilities include responding to new business inquiries by phone and email, analysis, and reporting on sales performance to goals, and assistance with the preparation of sales meeting materials and other logistics as part of firm and advisor business plans.   

ESSENTIAL RESPONSIBILITIES

1. Uses business acumen and professional expertise to facilitate the account opening process and respond to inquiries from financial advisors in a timely and accurate manner.
2. Works closely with the Office of Business Oversight in the follow up and completion of the DAF application workflow from opening through funding.
3. Maintains daily follow-up notes and communication on all new accounts and outstanding items throughout the new DAF process.
4. Educates new advisors on internal processes, new software, and working with business partners.
5. Collects data and prepares reports for the Senior Director, Sales Operations.
6. Provides reports and analysis of sales and other performance-based measures for an assigned book of business.
7. Evaluates processes for effectiveness and makes recommendation based on a continuous improvement mindset.
8. Answers phone calls and emails and fields to the appropriate team.
9. Understands the sales methodology to ensure onboarding success.
10. Other responsibilities as assigned by the Senior Director.

SKILLS AND QUALIFICATIONS

• Bachelor’s degree in sales, business administration or related field preferred
• 3 or more years of experience working in the financial services industry
• Ability to continuously execute deliverables and meet deadlines
• Strong written and verbal communication skills
• Ability to collaborate cross-functionally within own department and organization
• Basic knowledge and experience of the sales operations function
• Demonstrated ability to interpret GTM policies and concept application
• Strong problem-solving, interpersonal and organizational skills