Regional Associate

• Partner with external wholesaler(s) to drive sales and market share in the territory.
• Effectively profile advisors to understand their practice, clients, and investment process to identify needs.
• Conduct proactive outbound sales efforts to raise awareness of Aristotle's investment solutions.
• Respond to inbound requests & service communications. Prioritization along with timely and diligent follow-up with clients is imperative.
• Utilize fund analysis and other research tools to strategically leverage our product offerings.
• Continually build and maintain a working knowledge of Aristotle Capital's investment management practices, policies, products, and value-added services. The role requires the ability to position the firm's investment philosophy, product differentiation, and competitive analyses in group and one-on-one presentations.
• Remain current on events that impact our clients including industry and general market trends.
• Have an in-depth knowledge and understanding of financial intermediary relationships and platforms, along with client and competitor firms and their products.
• Support team with ad hoc reports.

• 3+ years of relevant sales or financial services work experience required.
• Investment experience or client service/sales support within the financial services industry is highly desired.
• Series 63: preferred.
• Series 7 required: or the ability to obtain the Series 7 within 6 months of being hired.
• Bachelor's degree from an accredited college or university is preferred.
• Natural interest in sales and the financial markets.
• Exceptional communication and probing skills; ability to close sales.
• Ability to collaborate with a team and execute responsibilities independently.
• Polished, ambitious, and professional.
• Detail-oriented with a high degree of accuracy and timely follow through.
• Ability to work with large data sets.
• Proficient in Microsoft Office.
• Familiarity with software including Salesforce and StyleADVISOR: preferred.
• Microsoft Excel skills required: including VLOOKUPs and pivot tables.

• Robust Health, Dental, and Vision insurance for you and your dependents
• 401(K) Retirement Plan with Employer Matching
• A culture that values inclusivity
• Flexible Paid time off, including annual Employee Volunteer Day
• Life, Critical Illness, Disability, and Accidental Injury Insurance
• Employee Assistance Program
• Various Company events throughout the year
• Employee Discount Program

• At Aristotle, we stand by our core values.
• We place our clients' interests first.
• We act with integrity.
• We achieve excellence through accountability and collaboration.
• We empower our employees.
• We are respectful.
• We value community.

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