- Provides front line on-demand sales team member support. Identifies and prioritizes critical requests and needs. Partners with senior team members (Sales Management, Regional Directors, Associate Regional Directors) as a resource to enhance client interactions via presentation creation, investment analysis, meeting and logistic support, and territory-level CRM database cleanup and maintenance.
- Portfolio performance data collection, asset allocation, fund and solution pricing support, and other investment solution related tasks as required.
- Creation of client and prospect specific output using provided sales tools with particular attention to deadlines and detail. Researching meeting attendees, open opportunities, meeting notes and other general meeting preparation.
- Coordination of compliance approval process for all relevant deliverables, ownership of quarterly and monthly reporting items, and deliver on requests for client onboarding support.
- B.A. degree in Finance, Accounting, Economics or related field
- At least two years of relevant experience with demonstrated knowledge of financial markets, investment industry, investment products, or other related financial area
- Ability to conduct and present thorough research on potential clients, competitors and other sales process stakeholders
- Demonstrated client relationship ability
- Credible and confident with the ability to communicate with stakeholders
- Ability to execution on time, under pressure, and with quality on different projects simultaneously
- Proven analytical, technical, and systems skills
- Self-starter and able to demonstrate initiative
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Retail Sales Analyst
3 weeks ago
CBRE Seattle, United StatesRetail Sales Analyst · Job ID · 144142 · Posted · 10-May-2024 · Service line · Advisory Segment · Role type · Full-time · Areas of Interest · Sales Support · Location(s) · Seattle - Washington - United States of America · CBRE is looking for an Investment Sales Analy ...
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Sr. Sales Operations Analyst
6 days ago
Prime Team Partners Seattle, United StatesSr. Sales Operations Analyst · Contract opportunity: 3-6 months · Hybrid 2-3x a week onsite in Eastlake, Seattle · Pay rate: $65-80/hr, DOE · Our Seattle-based client envisions a world where all consumers enjoy exceptional access to the best expertise to prevent, treat, and cure ...
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Retail Sales Analyst
1 week ago
CBRE Seattle, United StatesRetail Sales Analyst · Job ID · 144142 · Posted · 10-May-2024 · Service line · Advisory Segment · Role type · Full-time · Areas of Interest · Sales Support · Location(s) · Seattle - Washington - United States of America · CBRE is looking for an Investment Sales Analy ...
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Sales Operations Analyst, SMGS Ops
2 weeks ago
Amazon Web Services, Inc. Seattle, United States Full timeAWS Sales Marketing and Global Services Operations (SMGS) is seeking a Sales Operations Analyst to work with the Core Services and Advanced Compute teams globally. This role will be a member of the Service-Aligned Operations team supporting Worldwide, GTM and Area Specialists, pa ...
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Sr. Sales Operations Analyst
3 days ago
Prime Team Partners Seattle, United StatesSr. Sales Operations Analyst · Contract opportunity: 3-6 months · Hybrid 2-3x a week onsite in Eastlake, Seattle · Pay rate: $65-80/hr, DOE · Our Seattle-based client envisions a world where all consumers enjoy exceptional access to the best expertise to prevent, treat, and c ...
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Sales Analyst
1 week ago
Hartung Glass Industries Seattle, United StatesThis role supports and enables the sales team while serving as a critical bridge between several departments in the company. This role drives adoption and optimization of sales tools, including CRM. This role gathers and analyzes various internal and external sales data to help g ...
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Analyst, Investment Sales
3 weeks ago
Jones Lange Lasalle, Inc. Seattle, United StatesThis position is focused exclusively on the sale of commercial real estate transactions for the Investment Sales Advisory (ISA) team. This Analyst role will concentrate on office, life sciences, land and equity placement opportunities with critical i Sales, Analyst, Investment, P ...
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Retail Sales Analyst
3 weeks ago
CBRE Seattle, United StatesRetail Sales Analyst · Job ID · 144142 · Posted · 10-May-2024 · Service line · Advisory Segment · Role type · Full-time · Areas of Interest · Sales Support, Sales/Brokerage · Location(s) · Seattle - Washington - United States of America · CBRE is looking for an Inves ...
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Institutional Sales Analyst
1 week ago
Russell Investments Seattle, United StatesBusiness Unit: · North America Institutional · Salary Range: · $70,000 USD-$82,000 USD · Specific compensation will be based on candidate's experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, s ...
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Sales Operations Analyst, ISV Segment, GSO
2 weeks ago
Amazon Seattle, United States· The Americas Sales Strategy, Operations and Enablement (SSOE) team is seeking a driven Sales Operations Analyst for the ISV (Independent Software Vendor) Segment. · We operate with a startup mentality, build mechanisms that scale, and innovate solutions on behalf of our custo ...
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Amazon Services LLC Seattle, United States Full timeAre you looking for that next big Finance opportunity? Want to directly influence the future of some of the most successful products in cloud computing? Come join Amazon Web Services Finance Amazon Web Services (AWS) is a highly reliable, scalable, low-cost infrastructure platfo ...
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Sales Analyst
1 week ago
Hartung Glass Tukwila, United StatesApply · Description · This role supports and enables the sales team while serving as a critical bridge between several departments in the company. This role drives adoption and optimization of sales tools, including CRM. This role gathers and analyzes various internal and exter ...
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Sales Operations Analyst, SMGS Ops
2 weeks ago
Amazon Inc Seattle, United StatesAWS Sales Marketing and Global Services Operations (SMGS) is seeking a Sales Operations Analyst to work with the Core Services and Advanced Compute teams globally. This role will be a member of the Service-Aligned Operations team supporting Worldwide Operations Analyst, Sales, Op ...
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Sales Operations Analyst, SMGS Ops
1 week ago
myGwork - LGBTQ+ professionals & allies Seattle, United StatesThis inclusive employer is a member of myGwork – the largest global platform for the LGBTQ+ business community. · Description · AWS Sales Marketing and Global Services Operations (SMGS) is seeking a Sales Operations Analyst to work with the Core Services and Advanced Compute te ...
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Sales Operations Analyst, ISV Segment, GSO
2 weeks ago
Amazon Seattle, United StatesThe Americas Sales Strategy, Operations and Enablement (SSOE) team is seeking a driven Sales Operations Analyst for the ISV (Independent Software Vendor) Segment. · We operate with a startup mentality, build mechanisms that scale, and innovate solutions on behalf of our customer ...
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Sales Operations Business Analyst
6 hours ago
PACCAR Kirkland, United StatesKenworth Division of PACCAR has an opening for a Sales Operations Business Analyst. This role will be a part of the Sales Operations Team and will be located in Kirkland, WA. · Company Information · PACCAR is a Fortune 500 company established in 1905. PACCAR Inc is recognized a ...
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AmazonWebServices Seattle, WA, United StatesAWS Monetization Customer Success Team is looking for a Sales Operations Analyst III that can work backwards from customer problems, understand their pain points, and craft solutions to fit their business needs. In this role, the candidate will lead a crucial cross functional pro ...
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AmazonWebServices Seattle, United StatesAWS Monetization Customer Success Team is looking for a Sales Operations Analyst III that can work backwards from customer problems, understand their pain points, and craft solutions to fit their business needs. In this role, the candidate will lead a crucial cross functional pro ...
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Senior Sales Operations Analyst
2 weeks ago
Nintex Bellevue, United StatesAbout Nintex: At Nintex, we are transforming the way people work, everywhere. Nintex is the global standard for process intelligence and automation. Today more than 10,000 public and private sector organizations across 90 countries turn to the Nintex Process Platform to accelerat ...
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Sr Sales Operations Analyst
2 weeks ago
Nintex Bellevue, United StatesAbout Nintex: · At Nintex, we are transforming the way people work, everywhere. · Nintex is the global standard for process intelligence and automation. Today more than 10,000 public and private sector organizations across 90 countries turn to the Nintex Process Platform to acc ...
Institutional Sales Analyst - Seattle, United States - Russell Investments
Description
Business Unit:North America Institutional
Job Description:
The purpose of this position is to provide sales and analytical support to an assigned set of senior institutional sales professionals. The Sales Analyst supports the growth of Russell Investments Institutional Business by drafting, reviewing, and finalizing sales presentations for external use, performing investment analysis, providing market research, and acting to coordinate internal and external resources during sales engagements. This role is expected to enhance the productivity and success of the sales team by collecting and interpreting data, prioritizing tasks and producing high quality deliverables for consumption by sales team members, clients and prospects.
Salary Range: $70,000 - $82,000
Specific compensation will be based on candidate's experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes an annual performance bonus (subject to eligibility criteria)in addition to participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs.
The responsibilities of the individual in this position include:
Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status , or any other characteristic protected by law.
Institutional Sales Analyst professionals in Seattle
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Alessandra Bulzomi
Senior Financial Analyst
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Crystal Jones
Technical Support