aristotle2mo ago

Regional Associate

United States·Newport Beachmid

OtherAssociate

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Quick Summary

Key Responsibilities

Partner with external wholesaler(s) to drive sales and market share in the territory. Effectively profile advisors to understand their practice, clients, and investment process to identify needs.

Requirements Summary

3+ years of relevant sales or financial services work experience preferred. Investment experience or client service/sales support within the financial services industry is highly desired. Series 63,

Technical Tools

OtherAssociate

Join Our Team at Aristotle
Who We Are
Aristotle is a majority employee-owned investment management organization with offices in Los Angeles, Newport Beach, Boston, and Sarasota. We specialize in equity and fixed income portfolio management for institutional and advisory clients around the world. Our mission is to help clients achieve their long-term financial goals through active portfolio management and a research-driven investment framework. Aristotle attracts and retains talented investment professionals through a culture focused on research, investment management and client success.

What You’ll Do
The Regional Associate will be responsible for partnering with their external wholesaler(s) to develop new and maintain existing relationships with financial advisors to increase sales at Aristotle. The Regional Associate will communicate with financial professionals on a wide range of capital market developments and investment-related topics including portfolio process and philosophy, positioning, and performance.

Key Responsibilities:

Partner with external wholesaler(s) to drive sales and market share in the territory.
Effectively profile advisors to understand their practice, clients, and investment process to identify needs.
Conduct proactive outbound sales efforts to raise awareness of Aristotle’s investment solutions.
Respond to inbound requests & service communications. Prioritization along with timely and diligent follow-up with clients is imperative.
Utilize fund analysis and other research tools to strategically leverage our product offerings.
Continually build and maintain a working knowledge of Aristotle Capital’s investment management practices, policies, products, and value-added services. The role requires the ability to position the firm’s investment philosophy, product differentiation, and competitive analyses in group and one-on-one presentations.
Remain current on events that impact our clients including industry and general market trends.
Have an in-depth knowledge and understanding of financial intermediary relationships and platforms, along with client and competitor firms and their products.
Support team with ad hoc reports.

What You’ll Bring
We recognize that not all candidates will meet every requirement. If you’re passionate about this role and believe you have the skills to succeed, we encourage you to apply.

Qualifications:

3+ years of relevant sales or financial services work experience preferred.
Investment experience or client service/sales support within the financial services industry is highly desired.
Series 63, preferred.
Series 7 required, or the ability to obtain the Series 7 within 6 months of being hired.
Bachelor’s degree from an accredited college or university is preferred.
Proficient in Microsoft Office.
Familiarity with software including Salesforce, Morningstar, MPI, eVestment: preferred.
Microsoft Excel skills preferred.
Natural interest in sales and the financial markets.
Exceptional communication and probing skills; ability to close sales.
Ability to collaborate with a team and execute responsibilities independently.
Polished, ambitious, and professional.
Detail-oriented with a high degree of accuracy and timely follow through.
Ability to work with large data sets.

What We Offer

Comprehensive health, dental, and vision insurance for you and your dependents
401(k) with employer matching
Paid time off, including an annual Employee Volunteer Day
Life, Critical Illness, Disability, and Accidental Injury Insurance
Employee Assistance Program
Inclusive and supportive workplace culture
Company events and employee discount programs

Our Core Values

We place our clients’ interests first.
We act with integrity.
We achieve excellence through accountability and collaboration.
We empower our employees.
We are respectful.
We value community.

Location: This role is available in Newport Beach, CA and Boston, MA (hybrid schedule).

Compensation Range: $80,000.00 - $90,000.00 plus discretionary bonus.
The pay range provided is a good faith estimate for the position at the time of posting. Actual compensation will be dependent on factors, including but not limited to, the individual’s qualifications, relevant experience, knowledge, skills, education, internal equity, and physical work location within the state.

Note: The above description identifies the essential job functions and skills needed by the person or persons assigned to this position. These job functions and skills are not intended to be a complete and exhaustive list of all responsibilities, duties and skills required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. The information contained herein is subject to change at the company's discretion. No phone calls. No agencies or recruiters.
Aristotle is an Equal Employment Opportunity Employer. Aristotle will consider for employment, qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance.
Aristotle Capital Management, LLC, Aristotle Credit Partners, LLC, Aristotle Capital Boston, LLC, Aristotle Atlantic Partners, LLC, Aristotle Pacific Capital, LLC, and Aristotle Investment Services, LLC, are affiliated organizations. Each is an independent investment adviser separately registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about each adviser including the investment strategies, fees and objectives can be found in their ADV Part 2, which is available upon request.

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