Position Description

 

You have zero fear when it comes to picking up the phone. Yes, email is easier, but you know that sometimes the call gets it done. You ask questions. You get answers. Intellectually curious, thoughtful, a good listener – these are the qualities your friends admire in you. You like to find facts, research prospects and clients, and take good notes. You are our Client Relationship Manager and under the direction of the head of sales, you make opportunities happen.

 

On any given day, you might be dominating one (or more) of the follow responsibilities:

 

• Nurture advisor relationships to uncover new opportunities for F&T’s represented roster of clients

• Master F&T’s client follow-up process to proactively contact prospects across the country via phone and email with the goal of scheduling calls and meetings

• Uncover prospects’ active manager searches, understand search criteria, urgency, and present solutions from F&T’s behavioral equity investment solutions

• Effectively articulate F&T’s story, philosophy, strategy and differentiators

• Achieve goals and mutually established key performance indicators through thoughtful, focused, and productive efforts

• Qualify inbound leads and add opportunities to the sales funnel

• Maintain Salesforce CRM system to capture detailed notes and “intelligence” on clients and prospects along with the status of opportunities

• Work as a team with the sales professionals to uncover new opportunities

• Proactively support team initiatives and complete special projects and other duties as assigned

• Assist in any administrative duties for the team as requested

 

Candidate Profile:

 

The ideal candidate is a professional with strong product knowledge who has either gained sales or investment analytics experience at an institutional money management firm, RIA, or other financial institution. Preferred qualifications/characteristics include:

 

• An understanding of traditional investment strategies, as well as various investment vehicles including mutual funds, separate accounts, collective investment trusts.

• 2-5+ years of experience preferred with minimum of 2 years of successful experience in investment sales or analysis

• Must be able to cite examples of self-motivation and experience working independently

• Exceptional interpersonal, written, and verbal communication skills   

• Strong attention to detail

• Strong technology skills including proficiency in Microsoft Word, Excel, PowerPoint, Outlook as well as CRM Systems such as Salesforce and other related programs

• Exceptional client service abilities

• Critical thinking, problem-solving capabilities

• Confident and persistent

• The aptitude to learn and understand the financial services industry

• Bachelor’s Degree required

 

Essential Responsibilities

 

• Proactively assist with client relationship development by qualifying leads, scheduling introductory calls, responding to inbound client inquiries, and following-up on various investment product related requests

• Maintain and update Salesforce CRM system to capture detailed notes and correspondence with both prospects and existing clients

• Build/generate reports – Sales analysis, lead generation, call & meeting metrics

• Prepare and proofread presentations, spreadsheets, and reports for investment meetings with tight deadlines

• Assist in Calendar Management – scheduling conference calls, meetings, and travel for the sales team

• Coordinate email and marketing campaigns

• Maintain and document comprehensive knowledge of all sales policies and procedures

• Qualify inbound leads and add to the sales funnel

• Proactively support team initiatives and complete special projects and other duties as assigned

 

About Fuller & Thaler

 

Fuller & Thaler Asset Management, Inc. (F&T) is a boutique equity investment management firm headquartered in San Mateo with over $19 billion in assets. Fuller & Thaler provides specialized investment management services focusing on market anomalies drawn from insights in behavioral finance. Visit our website for more information at https://www.fullerthaler.com/

 

Fuller & Thaler is an equal opportunity employer. Please refer to our Privacy Notice below which contains important information on how we handle your nonpublic personal information.

 

Candidates must reside in the San Francisco Bay Area. No relocation assistance will be offered.

Compensation will be competitively commensurate with education and experience.  The position is full-time and exempt from overtime pay. In addition, we offer one of the most generous and comprehensive benefits packages in our area and industry including health, dental, vision, disability and life insurance, 401(k), and profit sharing.

 

A background check will be conducted after a conditional offer of employment.

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Please refer to the Privacy Notice in the link below.

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