Analyst/Associate, Sales at Ares Management — Denver, CO
Full job description
Job Description
The preferred location for this role is Denver, CO
About Ares Wealth Management Solutions (AWMS)
Ares Wealth Management Solutions (AWMS) oversees the product development, distribution, marketing and client management activities of investment offerings for the global wealth management channel. With a team of more than 150 professionals and backed by the power and scale of the Ares platform, AWMS represents one of the most resourced wealth distribution and client service teams in the alternatives industry. AWMS’ mission is to provide advisors and their clients access to innovative, solutions-oriented investment opportunities, across the Ares platform of industry leading credit, private equity, real estate, infrastructure and secondaries strategies. Through our range of institutional and retail structures, coupled with excellent client service and educational resources, we help investors diversify their portfolios with private market solutions that can deliver consistent, long-term growth.
Position Summary
As a Sales Analyst/Associate, you will be partnered with one or more Regional Sales Directors. As a team, you are responsible for driving sales by proactively marketing Ares’ products to financial intermediaries. This is an exciting opportunity to join in an internal sales capacity with the opportunity to grow your career longer term with the firm. We’re searching for a dynamic, relationship driven Sales Analyst/Associate who will successfully represent Ares while promoting our suite of Ares alternatives offerings to the wealth management channel.
Essential Job Duties
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 Knowledge, Skills & Abilities
Strong sales and/or advisory services background with progressive level of proven results
1-4 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
Reporting Relationships
Principal, Business Management and Strategy
Compensation
$100,000 - $150,000
Required skills
- sales
- customer relationship management
- retail
- salesforce
- driving
- communication