Portfolio Specialist – Asset Management Service

Job Description Summary

Job Description

We are seeking a dynamic and motivated Internal Sales Representative to join our growing Investment Solutions team. In this role, you will be the driving force behind building and nurturing relationships with financial advisors, wealth managers, and institutional clients. Your mission: to promote and sell our suite of investment products and solutions that help clients achieve their financial goals.

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  Proactively engage with financial professionals via phone, email, virtual meetings and in-person to promote investment products.

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  Partner with external partners to develop and execute territory sales strategies.

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  Educate clients on product features, market trends, and portfolio positioning.

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  Maintain a deep understanding of our investment offerings, including mutual funds, ETFs, model portfolios & Separately Managed Accounts (SMAs).

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  Track and report on sales activity using CRM tools.

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  Provide exceptional service and support to clients, ensuring a seamless sales experience.

• Strong communication, presentation, and relationship-building skills.

• Passion for financial markets and investment strategies.

• Self-starter with a collaborative mindset and goal-oriented attitude.