
51 - 200 employés
ALM First est un partenaire stratégique de confiance, leader dans les services de conseils financiers. Gérant environ 70 milliards de dollars d'investissements, ALM First est un conseiller en investissements enregistré auprès de la SEC, agissant en tant que tiers impartial, offrant des services sans commission et basés sur des honoraires à plus de 300 banques et coopératives de crédit à travers le pays.
🕒 il y a 1 jour
🗣️🇺🇸🇬🇧 Anglais requis
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51 - 200 employés
ALM First est un partenaire stratégique de confiance, leader dans les services de conseils financiers. Gérant environ 70 milliards de dollars d'investissements, ALM First est un conseiller en investissements enregistré auprès de la SEC, agissant en tant que tiers impartial, offrant des services sans commission et basés sur des honoraires à plus de 300 banques et coopératives de crédit à travers le pays.
• Own and drive a defined Eastern Region territory — independently developing and executing a comprehensive strategy to identify, target, and win new business. • Drive aggressive new business prospecting through cold calling, targeted outreach, and face-to-face meetings — consistently building and filling a robust pipeline of net-new opportunities. • Develop sales presentations for delivery to prospective clients • Create and deliver proposals to prospective clients. • Utilize company resources as needed to secure commitments. • Ensure successful handoff of new clients to financial advisory teams • Attend industry events and trade shows for the purpose of generating leads and closing sales • Stay informed on industry trends, changes in industry regulations and the competitive landscape • Work with management and product development team to refine existing products as needed • Consistently generate new depository advisory clients and exceed targeted revenue goals through disciplined prospecting and follow-through. • Other duties as assigned
• Experience in strategic sales planning and execution • Knowledge of contracting, negotiating, and change management • Experience selling to C-Suite Executives, ideally CEO/CFO/CLO/Finance or Lending professionals • Fundamental understanding of finance and banking, capital markets, lending or treasury functions • Work requires professional written and verbal communication and interpersonal skills • Ability to motivate teams to produce quality materials within tight timeframes and simultaneously manage several projects • Ability to participate in and facilitate group meetings • Work requires willingness to travel and work a flexible schedule • PC/Windows-based software experience required with proficiency in Word, Excel and PowerPoint. • Demonstrated track record of aggressive external business development, including extensive cold calling, pipeline management, and CRM software proficiency. • Product training and product demonstration experience required.
• Health insurance • Professional development • Flexible work arrangements
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