We are seeking a Sales Development Representative to assist in the distribution of the firm’s pooled investment vehicles and model portfolios to existing advisor relationships. This individual would be responsible for setting meetings with existing financial advisor relationships, responding to advisor requests for information, and updating sales systems to track advisor interactions throughout the sales cycle. In addition, the individual will work hand in hand with the Marketing Coordinator and Internal Sales Associate on email and phone campaigns for generating new advisor relationships.

The chosen candidate will work directly with the partners of the firm on marketing and business development. Duties include but are not limited to:

• Scheduling meetings with existing advisor relationships
• Managing and analyzing targeted email campaigns
• Maintaining accurate logs of all sales activities and opportunity status within CRM system
• Answering inbound inquiries regarding the firm’s investment products
• Assisting in the preparation of marketing materials on an as needed
• Sending mass mailers to clients, contacts, prospects, and leads on an as needed

This is a great opportunity for someone looking to work within a small team in a fast-paced entrepreneurial environment.

• Candidates must be self-motivated, hardworking individuals with a passion for the financial markets.
• Candidates must also be exceptionally organized with a strong attention to detail.
• Candidates with previous sales experience and a financial services background are strongly preferred.
• Must have or be willing to obtain 7/63/65 securities licenses (Main Management will sponsor if licenses needed).

• Generous Employer Retirement Plan Contributions
• Commuter Benefits
• Meal Benefits

Main Management is committed to delivering liquid, transparent, tax aware and cost effective investment solutions to family offices, high net worth individuals, and institutional investors.