a boutique consulting firm that provides sales and marketing assistance to independent financial research companies throughout North America. On behalf of its clients, our firm establishes and manages Business-to-Business sales channels with the world’s leading hedge funds, global investment banks, and top-tier asset managers located in New York, London, Hong Kong and other financial centers world-wide. We are currently seeking to fill the following position to accelerate our rapidly growing business in North America:
Based in Montreal, the Client Service Representative is charged with facilitating the Sales Team’s prospecting of investment professionals at the world’s foremost financial institutions Managing Directors, Portfolio Managers, Senior Analysts to close big ticket sales ranging from $5,000 to $75,000 and beyond.
Benefits for this full-time position include a competitive base salary commensurate with experience level and an attractive bonus based on the Sales Team’s results.
The key role of the Client Service Representative is to assist the Account Manager as they grow their territory, while prospecting for new and servicing existing clients. Your key responsibility will be to remove tasks from the Account Manager’s plate, allowing the AM more time to focus on selling and revenue generating opportunities. Your tasks can be loosely categorized as follows: 1) Administrative and back office tasks related to New Sales efforts 2) Client Service tasks via phone and e-mail to help meet the needs of the current clientele.
From you, we require:
— Integrity: Sound business and professional ethics
— A passion for helping people and in providing the best service possible to clients
— An interest in data, details and a commitment to accuracy
— Drive: Track record of success in personal and/or professional endeavors
— «Coach-ability»: Bright and quick to learn
— Strong communication and interpersonal skills
— A confident, yet flexible disposition
— An entrepreneurial spirit
— A strong interest in team-building, and commitment to teamwork
— Fluency in English, written and spoken
— Facility with MS Office applications
Other useful attributes you have might include:
— A willingness to learn about sales and marketing
— An understanding of (or a curiosity about) the financial markets and investments
— Experience with Salesforce.com (or other CRMs), and/or Email Marketing Platforms (CommuniGator)
Join FRS at this exciting point in our development, and become a key contributor to the success of our team. In exchange, we will provide training and offer a challenging opportunity with an innovative financial services boutique.
If this career opportunity is of interest, please forward your CV to: will@FinancialResearchSolutions.com
Posting #2: ACCOUNT MANAGER
Financial Research Solutions (www.financialresearchsolutions.com) is a boutique consulting firm that provides sales and marketing assistance to independent financial research companies throughout North America. On behalf of its clients, FRS establishes and manages Business-to-Business sales channels with the world’s leading hedge funds, global investment banks, and top-tier asset managers located in New York, London, Hong Kong and other financial centers world-wide. We are currently seeking to fill the following position to accelerate our rapidly growing business in North America:
Based in Montreal, the Account Manager’s primary responsibility is generating new business and opening new accounts. This includes selling big ticket financial research packages ranging in price from $5,000 to $75,000 to Managing Directors, Portfolio Managers and Senior Analysts at the world’s foremost financial institutions. Managing the on-going client relationships to ensure renewals and growth of the accounts is a secondary responsibility of the Account Manager.
Benefits for this full-time position include a competitive base salary commensurate with experience level and a commission plan based on overall territory growth.
Major job responsibilities will include:
— Spearheading the growth of new business in the North America & European Territories (New York, Chicago, San Francisco, London)
— Implementing and executing all phases of the sales cycle from the initial phone contact (Cold Calling), to face-to-face product presentations (for which travel is required) through to the final closing
— Selling financial research services to a corporate clientele; understanding key points in the research
— Managing email marketing campaigns for lead generation purposes
From you, we require:
— Integrity: Sound business and professional ethics
— Drive: Track record of success in personal and/or professional endeavors
— «Coach-ability»: Bright and quick to learn
— Sales skills: A demonstrated ability to influence, negotiate, gain commitment, and develop relationships
— Strong communication and interpersonal skills
— An assertive, yet flexible disposition
— An entrepreneurial spirit
— A strong interest in team-building, and commitment to teamwork
— An interest in helping people and in human interrelations
— Availability to travel internationally — Valid Passport
— Fluency in English, written and spoken
— Facility with MS Office applications
Other useful attributes you have might include:
— Experience in (or a willingness to learn about) Sales
— Understanding of (or a curiosity about) the financial markets and investments
— Experience with Salesforce.com (or other CRMs), and/or Email Marketing Platforms (CommuniGator)
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Please contact me if interested to apply (and qualified )
