Join our team
Main Management’s team includes seasoned professionals in the area of investments, client relationship management, and operations, plus an external Advisory Board of senior investment industry leaders. With more than 30 years average industry experience, our team-based approach ensures the consistent application of the firm’s process discipline and does not make the investment process reliant on any one individual. With significant personal investments in Main Management’s investment strategies, our team’s interests are 100% aligned with those of our clients.
Sales Associate – West: Main Management is in search of an Associate level financial sales manager in San Francisco, CA. Training will be provided.
Duties and Responsibilities:
Experience in a fast-paced sales environment with a proven track record
Strong ability to identify and develop new relationships, as well as prospect new selling opportunities, within an existing network of financial advisors
Incoming Associate will be required to master and present the various Main Management investment solutions to advisor clients
Will partner closely with a senior sales director covering the West Coast region
Thrives in a collaborative team environment
Exemplifies strong interpersonal skills
Requirements and Qualifications:
Series 7 and 65 are a plus but not mandatory upon hiring (This will be required within a 6-month period)
Candidate must be proficient with CRM data management and upkeep (Salesforce or similar)
This individual is a self-starter and is motivated to grow in a very entrepreneurial firm
Expected to pro-actively travel to meet with advisor clients in the west-coast region
Ideally this candidate would be based in the Bay Area
Flexible work schedule
Office in financial district of San Francisco
Medical insurance provided
About Main Management:
Main Management is a boutique investment firm that was established in 2002, celebrating their 20th anniversary this year. With a sales team covering all 50 states, and our HQ of research, marketing, operations, and sales in the bay area– there is much to learn alongside our small yet robust & dynamic team.
How to apply: Email Darol Ryan at firstname.lastname@example.org including attachments with resume, cover letter and portfolio link (if applicable) with subject “[first and last name] Sales Associate (West) Application”
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