SUMMARY DESCRIPTION
Working under the direct supervision of sales management or senior sales staff, assists in identifying and cultivating prospects, clients and consultants, preparing new business presentations and closing sales. As a member of the sales team, will focus on developing independent sales skills and will work to increase individual coverage of assigned territories, channels and consultants. This role will have a particular focus on Alternatives channel.
PRIMARY DUTIES AND RESPONSIBILITIES
- In conjunction with Sales manager or senior sales staff, will:
- create and implement sales and asset retention strategy for assigned territory. Directly call on designated territory/prospects
- create and maintain territory relationships through regular meetings with prospects and clients on a weekly, monthly and quarterly basis
- service needs of clients and provide solutions by harnessing PanAgora’s existing resources (Investments, Sr. Mgmt., Client Solutions, etc.)
- Participate in the design and delivery of finals presentations (as appropriate)
- Develop and execute PanAgora’s Alternative Business Strategy in conjunction with senior distribution staff to generate meaningful revenue from this channel
- Provide consultant relations coverage for a designated territory and channel. Coverage will include alternative and traditional consultants
- Partner closely with Sales and Client Solutions professionals to assure optimal positioning of PanAgora and its investment capabilities
- Maintain strong generalist knowledge of PanAgora’s investment strategies with deeper emphasis on PanAgora’s Hedge Fund offerings
- Represent all strategies to the consultant community with a particular focus on alternatives
- Represent all relevant strategies to the FoF community
- Proactively call on prospects & consultants to discuss PanAgora’s strategies and performance to make them aware of PanAgora’s full array and product offerings and ensure a deep understanding of the firm’s capabilities
- Ensure information related to PanAgora and its product offerings is delivered to prospects, client and consultants in a timely manner and information contained in consultant databases is accurate and of high quality
- Contribute to product development, messaging, RFP creation, Questionnaire creation and general marketing support for all strategies with a particular focus on alternative strategies
- Provide intelligence in support of prospecting activities as well as feedback on market trends, competitive landscape, meetings held with consultants and their clients
- Document all territory activity into appropriate system immediately
REQUIREMENTS
- 2-7 years of sales, hedge fund and/or consultant experience
- Bachelors degree required
- Advanced degree, CFA & CAIA preferred
