JM Finn
Bespoke wealth management services provider
Personalised Investment Services • Discretionary Portfolio Management • Private Clients • Charities • Professional Intermediaries
201 - 500
Sales Researcher - Business Development Support
21 hours ago
🏡 Remote – New York
JM Finn
Bespoke wealth management services provider
Personalised Investment Services • Discretionary Portfolio Management • Private Clients • Charities • Professional Intermediaries
201 - 500
Description
• We are looking for an enthusiastic, data-driven and sales focused individual to enhance our sales enablement process. • Carry out analysis and research activities to identify decision makers within the possible client organisations / individuals using multiple sources from publicly available news / social media / companies house etc. • Create and manage a prospect pipeline to ensure a sufficient level of sales opportunities. • Analyse identified leads to nurture and develop the information, such as building an org chart of their organisation, such that it might help lead to conversion to a client. • Create opportunities from current book of leads / events platform / corporate partnerships by helping Investment Managers understand the opportunities that may exist within their existing networks. • Ensure there’s a comprehensive feedback loop to help us understand why business is not won.
