Business Development Representative engaging prospects about their Treasury operations and Kyriba’s offerings. Managing high outbound call volume and nurturing leads for sales conversion.
About the role
- Senior Associate in Investor Relations at Voleon, managing institutional investor relationships and supporting new business development. Collaborating with sales teams to expand existing partnerships.
Responsibilities
- Partner with our senior sales/relationship managers to build and strengthen existing Voleon investor relationships by providing outstanding client service
- Partner with our senior sales/relationship managers in their work across the sales cycle from sourcing new opportunities to closing investments with both existing and prospective investors
- Independently manage select existing investor relationships with oversight from our senior team
- Maintain a robust relationship management ecosystem - including but not limited to relationship coverage plans, sales pipelines, and strict CRM tracking processes
- Collaborate with colleagues across functions including Research and Investor Operations to enhance Voleon's investor reporting and research content
Requirements
- 3+ years of experience in an institutional sales or relationship management role (or a sales-focused operations role) at an institutional asset management firm
- Track record of supporting senior colleagues in growing existing relationships and closing new business
- Eagerness to work in diverse teams
- Working knowledge of Microsoft Office suite and CRM systems
- Must be able to travel at least 10-15% of the time
- Series 3 license or willingness to pursue within the first three months of employment
- Bachelors Degree
- Preferred Qualifications: CFA or CAIA
Benefits
- medical, dental and vision coverage
- life and AD&D insurance
- 20 days of paid time off
- 9 sick days
- 401(k) plan with a company match
- "Friends of Voleon" Candidate Referral Program
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