Location: San Francisco, CA OR Los Angeles, CA


  • Assist senior salesperson with managing existing institutional accounts, identify new sales opportunities and generate a continuous pipeline for conversion
    Develop and harvest new leads through effective networking, cold calling, email campaigns and in-person meetings
    Achieve assigned sales targets from a reasonable baseline
    Evaluate client results and competitive developments and provide suggestions for new products and services
    Strengthen relationships with existing clients

Skills and Qualifications

  • College degree required
    2+ years of sales experience with a clear track record of uncovering new opportunities and directly negotiating contracts and commitments
    Experience in financial services with demonstrable strength in business development, prospecting, networking, and relationship building preferred
    Proficiency in persuasive writing and verbal communication skills preferred

Email resume to and include position for which you are applying.