Regional Institutional Sales Associate (LAM) Regional Institutional Sales Associate (LAM) …

Lazard Asset Management
in New York, NY, United States
Permanent, Full time
Be the first to apply
Competitive
Lazard Asset Management
in New York, NY, United States
Permanent, Full time
Be the first to apply
Competitive
Regional Institutional Sales Associate (LAM)
Lazard Asset Management operates from 18 cities across 13 countries. Our investment personnel manage US $222.4 billion across a wide range of global, regional and country-specific strategies - both traditional and alternative - in listed equity and fixed income. At Lazard Asset Management, we pride ourselves in balancing the feel of a small firm with the scale of a large global organization. Our entrepreneurial culture and flat management structure foster an environment in which good ideas can take flight, no matter where they come from.

The Institutional Regional Sales Group is responsible for providing investment capabilities to clients around the globe, with a focus on registered investment advisors (RIA), endowments, foundations, corporates, family offices, high-net-worth families and trust companies. The group is seeking an Associate to assist with developing new business opportunities, territory management, and ongoing client service.

Responsibilities

  • Work as part of a team within a defined geographical territory to cultivate and manage client relationships
  • Ensure timely response to client inquiries and provide ongoing communication with clients/prospects, including the compilation and distribution of recurring client requests
  • Onboard new clients by coordinating account setup with internal and external investment, legal and operational contacts
  • Serve as point-person on certain national relationships to organize activities and filter updates to the respective team members
  • Populate and maintain CRM to assist external sales partner with territory management
  • Identify prospects and cross-selling opportunities by utilizing market intelligence and competitive analysis resources
  • Contribute to the overall sales process by identifying opportunities to promote Lazard's products and services through different digital, print and in-person marketing efforts

  • Qualifications

  • 2-5 years of experience at an asset management or wealth management firm
  • Proven record of academic achievement, preferably with a concentration in Finance, Business Administration, or Marketing
  • Strong quantitative and qualitative reasoning ability, with the capacity to understand inner workings of investment strategies and represent them in appropriate detail to an audience
  • Self-starter with strong attention to detail and follow-through
  • Ability to think independently and formulate sound conclusions
  • Proven ability to multi-task
  • Excellent writing/editing skills
  • Strong verbal communications skills and comfort engaging all levels of firm management
  • Series 7 & 66 are preferred, but not required. Once hired, Series 7, 66, and 31 must be obtained within 4 months
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