Jr. Sales and Marketing Associate Job at Kovitz, Greenwich, CT

NXFzY3JqamhxVk1Nb3VJU2laMkpYQ3VjVFE9PQ==
  • Kovitz
  • Greenwich, CT

Job Description

POSITION OVERVIEW

As a Jr. Sales and Marketing Associate you will play a crucial role in growing our client base, working with pensions, foundations, family offices and financial advisors throughout the United States. The ideal candidate will have strong communication skills and some beginning knowledge of investment sales. The ability to multi-task and a strong desire to support and learn from senior sales staff is a must. This is a growth opportunity position for a candidate in the Greenwich, CT office.

KEY RESPONSIBILITIES :

  • Provide sales support to a geographically dispersed team across multiple cities in the United States.
  • Develop and execute strategic business development campaigns targeting potential clients.
  • Collaborate with the department sales manager to enhance CRM processes and optimize operational efficiencies.
  • Collaborate with the marketing team to help design and implement regular communications campaigns.
  • Oversee the compilation of monthly and quarterly performance data into dedicated websites.

DESIRED SKILLS & EXPERTISE

  • Previous experience in sales within the financial services sector strongly preferred.
  • Demonstrate excellent communication skills, both written and verbal, to effectively engage with prospects and internal stakeholders.
  • Proficiency in Microsoft Office Suite: Word, Excel, and PowerPoint
  • Exceptional organizational skills, meticulous attention to detail, adept multitasking, and the ability to handle shifting priorities.
  • Upon hiring, willingness to pursue and obtain FINRA Series 65 certification.
  • Bachelor’s degree in economics or finance preferred.

BENEFITS HIGHLIGHTS

Work-Life Balance and Time to Recharge:

-We work hard, we play hard: Enjoy 25 days Paid Time Off (PTO) plus 10 days paid holiday vacations annually.

Benefits:

-Medical, Dental & Vision plans with Health Savings Incentive.

-Employer-paid Disability & Life Insurance programs.

-401(k) with Profit-Sharing.

Growth:

-Employee Wellness Reimbursement, covering wellness activities like gym memberships, cycling, and races.

-Professional & Personal Development Reimbursement, including training, books, and educational programs.

ADDITIONAL ROLE INFORMATION

  • Job Type: Full-Time (5 days per week in office).
  • Compensation Structure: Base Salary + Bonus.
  • Location: Greenwich, CT

Job Tags

Holiday work, Full time, Shift work,

Similar Jobs

YES Prep Public Schools

Special Education Manager (25-26) Job at YES Prep Public Schools

 ...POSITION: Special Education Manager-Secondary REPORTS TO: Director of Academics - Campus POSITION TYPE: 11-month START...  ...college or university recognized by the Texas Higher Education Coordinating Board (THECB) At least 3 years of teaching experience in... 

ThinkTank

WendWell Health Distributor/Agency - Sales Team Manager for ACA Lead Generation Program (Duluth, Georgia) (100% Uncapped Commission - Performance-Based Earnings) - ThinkTank - Duluth, Georgia, United States Job at ThinkTank

 ...agencies to join our team as WendWell Health Distributors/Agencies. As a WendWell Health...  ...expect these earnings. Benefits: Opportunity for high earning potential based on team...  ...abilities. Ability to work independently and manage multiple tasks effectively.... 

Hunting Lebanese

Data Entry (Remote Job) Job at Hunting Lebanese

Job DescriptionData Entry Invoices & Receipts, Purchases & Purchase OrdersAccounting background is a plusWork from home

DOE Technologies

Shopify and Wordpress Developer Job at DOE Technologies

 ...We are actively seeking a talented and experienced Website Developer to join our team! The ideal candidate will have a strong background...  ...maintaining e-commerce stores, with expertise in platforms such as Shopify, WordPress and WooCommerce. As a Website Developer, you will... 

PureAir Filtration

Industrial Field Service Team Lead Job at PureAir Filtration

 ...and adsorbents for commercial, industrial, and municipal customers, with applications in airports, museums, industrial electronics protection, odor...  ...systems, and emergency chlorine scrubbers. The Field Service Team Lead travels throughout the South Eastern United States...