Legal & General Investment Management America
Sales Associate
Legal & General Investment Management America, Chicago, Illinois, United States, 60290
Overview
The LGIMA Distribution team is currently seeking an Investment Associate. The ideal candidate will have existing knowledge and experience the institutional investor community, with an ability to partner with senior sales colleagues, following up on consultant and prospect meetings, answer product questions, provide performance data, and help to identify new sales opportunities. This position is also responsible for maintaining and expanding consultant and prospect data in our CRM system (this includes, but not limited to data clean-up, managing contact lists for various marketing campaigns, pipeline management, and prospect profiles). The candidate will also manage various projects seeking to enhance materials, refine processes, and provide proactive team support. Continuously striving to increase your knowledge of our products and the industry in order to best produce meaningful responses is a key attribute.
Responsibilities
Partner with sales team to develop new client business and provide service and support functions, in a timely and accurate manner. Examples include territory prioritization and targeting, consultant/prospect meeting preparation and follow-up, CRM maintenance (data scrub- input/update pipeline, contacts and organizations), and competitive analysis reporting Monitor industry trends and research and provide team with updates Engage in territory business planning with team members on consultant coverage and new client development Participate in internal meetings and contribute to sales and marketing meetings on new business efforts; interacts regularly with Marketing and Investment teams Review RFPs and qualify before sending to RFP team members to complete When Appropriate, accompany senior team members (typically onsite, but some travel will be required) to engage with prospective new clients/consultants to educate about LGIMA's solutions and products When appropriate, attend Consultant conferences and LGIMA roadshows building relationships and educating future clients about LGIMA capabilities Qualifications
Minimum Experience 3+ years of Institutional Sales/Consultant relations support role or similar function within the financial services industry Strong work ethic - detail oriented and driven with a sense of accountability. Proactive with a high degree of self-motivation. The ability to build strong relationships with colleagues using active listening and problem resolution competencies Key Personal Attributes: High intellectual curiosity and strong attention to detail, an entrepreneurial drive, tireless work ethic, competitive winning spirit, emotionally mature with strong integrity Key Skills: Effective verbal and written communication skills, solid presentation skills, and understanding of investment competence across asset classes and strategies College degree required; Progress toward MBA, CFA and/or CAIA encouraged Located in Chicago
Salary Range
$80,000 - $95,000
The starting salary offer will vary based on multiple factors, including but not limited to the applicant's education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the company's annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs. Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance.
EOE Statement
As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2024)
The LGIMA Distribution team is currently seeking an Investment Associate. The ideal candidate will have existing knowledge and experience the institutional investor community, with an ability to partner with senior sales colleagues, following up on consultant and prospect meetings, answer product questions, provide performance data, and help to identify new sales opportunities. This position is also responsible for maintaining and expanding consultant and prospect data in our CRM system (this includes, but not limited to data clean-up, managing contact lists for various marketing campaigns, pipeline management, and prospect profiles). The candidate will also manage various projects seeking to enhance materials, refine processes, and provide proactive team support. Continuously striving to increase your knowledge of our products and the industry in order to best produce meaningful responses is a key attribute.
Responsibilities
Partner with sales team to develop new client business and provide service and support functions, in a timely and accurate manner. Examples include territory prioritization and targeting, consultant/prospect meeting preparation and follow-up, CRM maintenance (data scrub- input/update pipeline, contacts and organizations), and competitive analysis reporting Monitor industry trends and research and provide team with updates Engage in territory business planning with team members on consultant coverage and new client development Participate in internal meetings and contribute to sales and marketing meetings on new business efforts; interacts regularly with Marketing and Investment teams Review RFPs and qualify before sending to RFP team members to complete When Appropriate, accompany senior team members (typically onsite, but some travel will be required) to engage with prospective new clients/consultants to educate about LGIMA's solutions and products When appropriate, attend Consultant conferences and LGIMA roadshows building relationships and educating future clients about LGIMA capabilities Qualifications
Minimum Experience 3+ years of Institutional Sales/Consultant relations support role or similar function within the financial services industry Strong work ethic - detail oriented and driven with a sense of accountability. Proactive with a high degree of self-motivation. The ability to build strong relationships with colleagues using active listening and problem resolution competencies Key Personal Attributes: High intellectual curiosity and strong attention to detail, an entrepreneurial drive, tireless work ethic, competitive winning spirit, emotionally mature with strong integrity Key Skills: Effective verbal and written communication skills, solid presentation skills, and understanding of investment competence across asset classes and strategies College degree required; Progress toward MBA, CFA and/or CAIA encouraged Located in Chicago
Salary Range
$80,000 - $95,000
The starting salary offer will vary based on multiple factors, including but not limited to the applicant's education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the company's annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs. Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance.
EOE Statement
As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2024)