Make a Difference, Achieve Growth: Build a Rewarding Career at Capital Q®
At Capital Q® Ventures, excellence is rewarded. Embark on a career that promises not just to better the world but to nurture your ambitions and financial success.
Job Description:
A successful candidate will possess superior communication skills, solid organizational skills, strong analytical and technical skills as well as a passion for developing impactful client relationships. They will have a clear understanding of the hedge fund sales process, the ability to effectively prioritize, and knowledge of the capital markets.
Essential Duties and Responsibilities
- Develop and maintain relationships with existing financial advisers in order to market CAPQ’s products, as well as identify new sales opportunities within their territory to meet sales goals.
- Schedule meetings in their territory.
- Raise and retain assets within a geographic territory by making proactive phone calls to financial advisers to share sales ideas, provide product information, gather marketing data and offer sales support.
- Travel in designated territory one week per month.
- Deliver effective presentations to promote CAPQ’s products, services and competitive advantages.
- Train intermediaries to enhance industry and product knowledge in order to effectively communicate and build credibility with financial advisers and their investors.
Qualifications
- Bachelor’s degree or equivalent work experience
- Certifications (e.g., ChFC, CIMA, etc.) preferred.
- 3 years of sales experience within the financial services industry.
- Demonstrated relationship management skills, including the ability to work in a team environment.
- Strong time management, scheduling, CRM, organizational, technology, and problem-solving skills.
- Ability to learn and adapt quickly while applying creativity.
- Ability to work in a changing fast-paced high call volume environment, with enthusiasm and a positive attitude.
Experience
- Sales: 3 years (Required)
- Financial Services: 3 years (Required)
Location
Office Flexibility Initiative (OFI)
Job Type
Full-time
Compensation
- Commissions
- Bonus
Benefits (Upon Qualifications)
- Health insurance
- Dental insurance
- Vision insurance
- Retirement plan
- Paid time off
- Professional development assistance
- Tuition reimbursement
To Apply Send Cover Letter and Resume:
Job Description:
A successful candidate will possess superior communication skills, solid organizational skills, strong analytical and technical skills as well as a passion for developing impactful client relationships. They will have a clear understanding of the hedge fund sales process, the ability to effectively prioritize, and knowledge of the capital markets.
Essential Duties and Responsibilities
- Develop and maintain relationships with existing financial advisers in order to market CAPQ’s products, as well as identify new sales opportunities within their territory to meet sales goals.
- Schedule meetings in their territory.
- Raise and retain assets within a geographic territory by making proactive phone calls to financial advisers to share sales ideas, provide product information, gather marketing data and offer sales support.
- Travel in designated territory one week per month.
- Deliver effective presentations to promote CAPQ’s products, services and competitive advantages.
- Train intermediaries to enhance industry and product knowledge in order to effectively communicate and build credibility with financial advisers and their investors.
Qualifications
- Bachelor’s degree or equivalent work experience
- Certifications (e.g., ChFC, CIMA, etc.) preferred.
- 3 years of sales experience within the financial services industry.
- Demonstrated relationship management skills, including the ability to work in a team environment.
- Strong time management, scheduling, CRM, organizational, technology, and problem-solving skills.
- Ability to learn and adapt quickly while applying creativity.
- Ability to work in a changing fast-paced high call volume environment, with enthusiasm and a positive attitude.
Experience
- Sales: 3 years (Required)
- Financial Services: 3 years (Required)
Location
Office Flexibility Initiative (OFI)
Job Type
Full-time
Compensation
- Commissions
- Bonus
Benefits (Upon Qualifications)
- Health insurance
- Dental insurance
- Vision insurance
- Retirement plan
- Paid time off
- Professional development assistance
- Tuition reimbursement
To Apply Send Cover Letter and Resume:
Job Description:
A successful candidate will possess superior communication skills, solid organizational skills, strong analytical and technical skills as well as a passion for developing impactful client relationships. They will have a clear understanding of the hedge fund sales process, the ability to effectively prioritize, and knowledge of the capital markets.
Essential Duties and Responsibilities
- Develop and maintain relationships with existing financial advisers in order to market CAPQ’s products, as well as identify new sales opportunities within their territory to meet sales goals.
- Schedule meetings in their territory.
- Raise and retain assets within a geographic territory by making proactive phone calls to financial advisers to share sales ideas, provide product information, gather marketing data and offer sales support.
- Travel in designated territory one week per month.
- Deliver effective presentations to promote CAPQ’s products, services and competitive advantages.
- Train intermediaries to enhance industry and product knowledge in order to effectively communicate and build credibility with financial advisers and their investors.
Qualifications
- Bachelor’s degree or equivalent work experience
- Certifications (e.g., ChFC, CIMA, etc.) preferred.
- 3 years of sales experience within the financial services industry.
- Demonstrated relationship management skills, including the ability to work in a team environment.
- Strong time management, scheduling, CRM, organizational, technology, and problem-solving skills.
- Ability to learn and adapt quickly while applying creativity.
- Ability to work in a changing fast-paced high call volume environment, with enthusiasm and a positive attitude.
Experience
- Sales: 3 years (Required)
- Financial Services: 3 years (Required)
Location
Office Flexibility Initiative (OFI)
Job Type
Full-time
Compensation
- Commissions
- Bonus
Benefits (Upon Qualifications)
- Health insurance
- Dental insurance
- Vision insurance
- Retirement plan
- Paid time off
- Professional development assistance
- Tuition reimbursement
To Apply Send Cover Letter and Resume:
Job Description:
A successful candidate will possess superior communication skills, solid organizational skills, strong analytical and technical skills as well as a passion for developing impactful client relationships. They will have a clear understanding of the hedge fund sales process, the ability to effectively prioritize, and knowledge of the capital markets.
Essential Duties and Responsibilities
- Develop and maintain relationships with existing financial advisers in order to market CAPQ’s products, as well as identify new sales opportunities within their territory to meet sales goals.
- Schedule meetings in their territory.
- Raise and retain assets within a geographic territory by making proactive phone calls to financial advisers to share sales ideas, provide product information, gather marketing data and offer sales support.
- Travel in designated territory one week per month.
- Deliver effective presentations to promote CAPQ’s products, services and competitive advantages.
- Train intermediaries to enhance industry and product knowledge in order to effectively communicate and build credibility with financial advisers and their investors.
Qualifications
- Bachelor’s degree or equivalent work experience
- Certifications (e.g., ChFC, CIMA, etc.) preferred.
- 3 years of sales experience within the financial services industry.
- Demonstrated relationship management skills, including the ability to work in a team environment.
- Strong time management, scheduling, CRM, organizational, technology, and problem-solving skills.
- Ability to learn and adapt quickly while applying creativity.
- Ability to work in a changing fast-paced high call volume environment, with enthusiasm and a positive attitude.
Experience
- Sales: 3 years (Required)
- Financial Services: 3 years (Required)
Location
Office Flexibility Initiative (OFI)
Job Type
Full-time
Compensation
- Commissions
- Bonus
Benefits (Upon Qualifications)
- Health insurance
- Dental insurance
- Vision insurance
- Retirement plan
- Paid time off
- Professional development assistance
- Tuition reimbursement