Ares Management→
Analyst, Sales at Ares Management in Denver, CO
Entry LevelOn-siteFull-timeDenver, CO$100k–$130k/yr
Skills
sales experiencefinra sie certificationseries 7 certificationseries 63 certificationfinancial services knowledge
Job Description
Summary: Ares Management is a leading firm in wealth management solutions, seeking a Sales Analyst to support their sales efforts. The role involves developing sales strategies, building relationships with financial intermediaries, and promoting Ares’ alternative investment offerings.
Responsibilities:
- Work closely with Regional Sales Directors to successfully develop and execute sales strategies and tactics targeted at the financial intermediary channels
- Develop new and build upon existing relationships within assigned territory
- Meet established sales targets and grow Ares’ market share within assigned territory
- Successfully develop and execute sales strategies and tactics via proactive activity by way of phone, email, and / or virtual meetings
- Source new prospective advisors through cold outreach, while providing support coverage for existing advisor relationships
- Work in conjunction with specified Regional Sales Director(s) to develop a plan to generate greater sales, higher asset levels and improved client service
- Gain a deep understanding and thoroughly communicate Ares’ product philosophy, process, objectives, and positioning
- Become a knowledgeable source of information and insights about alternatives products and market
- Adhere to all compliance guidelines, including use of pre-approved marketing materials, prospectus requirements and proper licensing
- Fulfill in a timely manner required administrative/team responsibilities such as Salesforce.com CRM data, call reporting, conference calls and meetings
- Participate in client seminars and events; maintain professional appearance
- Liaise with various product specialists within AWMS to respond to client needs
- Responsible for scheduling virtual and in person 1x1 meetings with financial advisors, and assisting with targeted regional advisor-facing events where applicable
Required Qualifications:
- Strong sales and/or advisory services background with progressive level of proven results
- 1-3 years of experience in financial services with internal wholesaling preferred
- FINRA SIE, Series 7, and 63 required
- Knowledge of the various product sub-sets within the Equity, Fixed Income and International markets, alternative investments preferred
- Excellent written and verbal communication skills with internal colleagues and external partners
- Demonstrated sales skills, ability to be articulate, flexible, polished, and comfortable in fast-paced environment
- Travel may be up to 20%
- At all times, conduct daily activities in the highest professional manner
- Bachelor's degree or equivalent experience
Preferred Qualifications:
- 1-3 years of experience in financial services with internal wholesaling preferred
- Knowledge of the various product sub-sets within the Equity, Fixed Income and International markets, alternative investments preferred
Required Skills: Sales experience, FINRA SIE certification, Series 7 certification, Series 63 certification
Important Skills: Financial services knowledge
Benefits: Comprehensive Medical/Rx, Dental and Vision plans, 401(k) program with company match, Flexible Savings Accounts (FSA), Healthcare Savings Accounts (HSA) with company contribution, Basic and Voluntary Life Insurance, Long-Term Disability (LTD) and Short-Term Disability (STD) insurance, Employee Assistance Program (EAP), Commuter Benefits plan for parking and transit, Access to a world-class medical advisory team, A mental health app that includes coaching, therapy and psychiatry, A mindfulness and wellbeing app, Financial wellness benefit that includes access to a financial advisor, New parent leave, Reproductive and adoption assistance, Emergency backup care, Matching gift program, Education sponsorship program, And much more
Benefits
Comprehensive Medical/Rx
Dental and Vision plans
401(k) program with company match
Flexible Savings Accounts (FSA)
Healthcare Savings Accounts (HSA) with company contribution
Basic and Voluntary Life Insurance
Long-Term Disability (LTD) and Short-Term Disability (STD) insurance
Employee Assistance Program (EAP)
Commuter Benefits plan for parking and transit
Access to a world-class medical advisory team
A mental health app that includes coaching, therapy and psychiatry
A mindfulness and wellbeing app
Financial wellness benefit that includes access to a financial advisor
New parent leave
Reproductive and adoption assistance
Emergency backup care
Matching gift program
Education sponsorship program
And much more