Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Sales & Event Associate (SEA) in our Scottsdale office. The SEA will work with and support the business development activities of the Regional Director and Managing Directors / Partners as needed including executing marketing campaigns, event coordination & frequent communications with prospective clients, existing clients and partners related to sales & marketing strategies. The SEA may also work in conjunction with other groups across the firm including, but not limited to Marketing, Central Operations, Human Resources, and Compliance in supporting the business development needs and activities of the local offices. The successful candidate will have a demonstrated track record of educational achievement and an interest in pursuing a career in the Registered Investment Advisor industry.

Responsibilities

• Assist in the execution of proactive outreach efforts to strategic business partners as directed via phone, email and/or other contact methods.
• Should business volumes warrant, the SSA will be a backup resource and field incoming / re-routed phone calls.
• Proactively arrange, schedule (and confirm) quarterly reviews between the RD and Custodial Branch Managers
• Proactively arrange, schedule (and confirm) regular and frequent branch visits as well as tracking said visits to ensure that objectives are met.
• Be actively engaged in the development and execution of local, regional, and national events and visibility opportunities.
• Coordinate with Regional Director and Wealth Advisors on prospect follow up activities with an emphasis on long dated opportunities.
  • May involve outbound calls, email follow up, and/or other contact methods.
• Other duties, as assigned.

Qualifications

• Bachelors degree preferred (Finance, Marketing or Economics preferred)
• 2+ years of relevant experience working directly with clients, prospective clients, and business partners; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
• Excellent interpersonal and verbal/written skills.
• Strong work ethic and outstanding follow up skills.
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.); Zoom; Outlook
• Working knowledge of, and ability to articulate, Beacon Pointe’s investment solutions, strategies, and philosophy.

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About the Beacon Pointe Family of Companies

Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.