Role OverviewProvide support to leaders and teams, conduct industry research, develop marketing materials, and manage sales pipeline. Work with limited supervision to support Relationship Managers and clients.
What You Will Do
Conduct industry research, develop pitch materials, contribute to internal deal discussions, generate customized content, and track calling and marketing efforts.
Why It Might Be a Fit
Strong analytical skills, attention to detail, and excellent communication skills are required. Leadership and interpersonal skills are also essential. Adaptability, flexibility, and strong organizational skills are a plus.
Requirements
- Bachelor’s degree
- Three years of related financial services work experience
- Strong analytical skills and attention to detail
- Strong written and verbal communication skills
- Competitive drive and high work ethic, self-starter, team-oriented
- Solid leadership and interpersonal skills
- High level of adaptability and flexibility with strong organizational and time management skills
- Advanced proficiency in Microsoft Excel and PowerPoint
Benefits
- Medical
- Dental
- Vision
- Life insurance
- Disability
- Accidental death and dismemberment
- Tax-preferred savings accounts
- 401k plan
- Vacation
- Sick days
- Paid holidays
- Defined benefit pension plan
- Restricted stock units
- Deferred compensation plan
]]>