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Institutional Sales Representative

Company: Oliver Luxxe Assets LLC
Location: Gladstone
Posted on: January 15, 2022

Job Description:

Oliver Luxxe Assets is seeking a highly motivated individual to become part of our Firm. The Institutional Sales Representative will work closely with the Chief Investment Officer.-- This individual will focus their energies on selling Oliver Luxxe investment strategies through intermediaries that include RIA's, Banks, Multi-Family Offices, and Broker-Dealer advisor teams. The success of this position will be directly related to the candidate's ability to develop personal and professional relationships with both external and internal constituents.--
Specific Responsibilities Include:

  • Conducting meetings with existing clients and building out new relationships--
  • Promoting Oliver Luxxe Assets and value investing in various settings, including conferences, seminars, and both group and one-on-one branch presentations
  • Organizing and leading portfolio manager conference calls and roadshows--
    Skills & Experience Required:
    • Bachelor's Degree (CFA a plus) with excellent academic credentials
    • 5-10 years of mutual fund and/or separate account sales experience
    • Demonstrated track record of asset growth and surpassed sales goals
    • Existing relationships within the RIA, Bank, and Multi-Family Office community
    • Ability to travel and entertain outside the office regularly
    • Confident public speaking ability with strong presentation skills
    • Familiarity in discussing performance attribution; portfolio analysis, and outlook for equity and fixed income products
    • An independent and self-sufficient approach who is comfortable working remotely----
    • Specific knowledge of value equity
    • Diverse interpersonal skills for communicating with sales; marketing, and portfolio management professionals within the firm
    • Formal sales training
    • CIMA preferred
    • Series 6/7 and 63 licensed

      About Oliver Luxxe AssetsOliver Luxxe Assets is a private investment advisory firm offering retail and institutional asset management, financial planning, investment consulting, and portfolio management services to individuals, trusts, estates, corporations, and business entities.--

Keywords: Oliver Luxxe Assets LLC, Newark , Institutional Sales Representative, Sales , Gladstone, New Jersey

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