- Travel 60% of the time
- Conduct product presentations multiple times per day, multiple days per week
- Conduct investment research and create reports
- Analyze economic trends/activities and advise the effects on client portfolios
- Support the senior members of the investment team in their delivery of investment solutions to clients.
- Recommend changes to advisors' portfolios after evaluating the economic, financial, and market factors
- Attend internal and external meetings to stay current on financial markets, products, and services
- Assist Advisors with ongoing financial planning for clients and referral source management
- Create, update, and maintain presentations for CIO
- Coordinate and manage logistical details for CIO live media appearances and private briefs
- Other duties as assigned
- Excellent verbal and written communication skills
- Ability to prioritize tasks and contribute to multiple projects simultaneously
- Capable of working independently and within teams
- Strong interpersonal, problem-solving and project management skills
- Superior analytical skills; strong computer skills; high proficiency in MS Office (especially Excel and PowerPoint)
- Strong background and working knowledge of financial products (ETFs, UITs, SMAs, etc.)
- Familiarity with Salesforce
- Excellent phone skills
- Licensing: Series 7 & 66 (or equivalent)
- Our ideal candidate would be an intellectually curious college graduate with a strong academic record and a positive attitude
- BA degree with a concentration in economics, finance, mathematics, business administration, commerce accounting, or similar quantitative field
- Military experience a plus
- Competitive salary and bonus program
- Medical, dental, and vision as part of our commitment in investing in the health and well-being of our employees
- 401k savings plan
- Company Retirement Contribution (company-paid) (after the first year)
-
Sales Support Specialist
1 week ago
Big Data Supply Inc Newport Beach, United States**Overview**: · We are seeking a highly motivated and customer-oriented Sales Support Representative to join our team. As a Sales Support Representative, you will play a crucial role in supporting our sales team and ensuring the smooth operation of our sales processes. This is an ...
-
Real Estate Sales Specialist
3 weeks ago
Ember Holdings Newport Beach, United States**We are looking for**: · **Position**: Real Estate Dispositions Specialist · **Type**: Full Time · **Compensation**: Commission Based Only, Mentorship, and On the Job Training · **Benefits**: On the Job Training and Mentorship · **Experience Level**: No Experience Needed, Traini ...
-
Storeroom Inventory Specialist
3 weeks ago
Efficus inc Newport Beach, United StatesJob Summary: · We are seeking a detail-oriented Inventory Specialist to join our team. The Inventory Specialist will be responsible for managing inventory levels, conducting demand planning, and ensuring accurate stock levels to support operations. · **Responsibilities**: · - Ove ...
-
Property Admin Specialist
2 weeks ago
Marriott International, Inc Newport Beach, United States**Additional Information** Pay: $24.10/hour · **Job Number** · **Job Category** Administrative · **Location** Lido House Autograph Collection, 3300 Newport Boulevard, Newport Beach, California, United States VIEW ON MAP · **Schedule** Full-Time · **Located Remotely?** N · **Relo ...
-
Interim General Manager
2 weeks ago
Sur La Table Newport Beach, United StatesThe **General Manager** contributes to the success of a Sur La Table store by inspiring customers on all points of their culinary journey. The General Manager blends business acumen and operational knowledge to drive retail and culinary business results while building a high-perf ...
-
General Manager
2 weeks ago
CSC Generation Newport Beach, United StatesWith over 50 stores and the largest avocational cooking program in the US, **Sur La Table** offers an unsurpassed selection of exclusive and premium-quality goods for the kitchen and table - and the culinary expertise and inspiration to go along with it. Whether the job entails i ...
-
Executive Director Specialist
3 weeks ago
Clearwater Newport Beach Newport Beach, United StatesAre you passionate about serving people? Do you love working with seniors? Then a highly rewarding and exciting opportunity awaits you at Clearwater Living · The ED Specialist will manage a community in the absence of an Executive Director and/or provide assistance at communities ...
-
Customer Service Specialist Ii
2 weeks ago
Pacific Life Newport Beach, United StatesPacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We're actively seeking a talented Customer Service Specialist II to join our Corporate Solutions Operations team in N ...
-
Transportation Risk Advisor
3 weeks ago
Acrisure Newport Beach, United StatesJob Description · Job Title: Risk Advisor - Transportation Specialist · Department: Acrisure Home Office · Reports to: Executive Vice President - Risk Resources · FLSA: Exempt · Acrisure is a Fintech leader empowering businesses and consumers alike with unmatched financial soluti ...
-
Training Specialist
3 weeks ago
Green Street Newport Beach, United States: · **Responsibilities** · - Support the Commercial Organization's goals by designing, developing and delivering scalable, customized, and effective content through various delivery modes (web-based, leader-led, workshops, e-learning, etc.). · - Maintain a strong working knowledg ...
-
Account Specialist, Chronic Migraine
1 week ago
AbbVie Newport Beach, United States**Company Description** · Purpose · Describe the primary goals, objectives or functions or outputs of this position. · The Account Specialist role promotes BOTOX to community practices and health systems. Customer accounts may include community/private practices, community-based ...
-
First Bank Newport Beach, United States**Banking Specialist II** · This position, Banking Specialist II, may be called by many other names: New Accounts Representative, Senior Teller, etc. At First Bank, we choose to call you a "specialist" because that is what you are You have mastered the art of handling transaction ...
-
Marketing Specialist
5 days ago
Omicrown Newport Beach, United StatesCompany Description · Omicrown is a marketing and management solution provider located in Newport Beach, CA. We are a group of passionate leaders and specialists dedicated to helping professional service companies reach their full potential. Leveraging our experience and expansiv ...
-
Learning Specialist
1 day ago
Sares Regis Operating Company, L.P. Newport Beach, United StatesOverview: · We are growing · **Sares Regis Group of Newport Beach, California, is a privately held real estate development, investment and management firm that focuses on commercial properties and multifamily communities in the western U.S. Since its founding in 1993, SRG has dev ...
-
Law Firm Intake Specialist
3 days ago
Benltey & More LLP Newport Beach, United States**Intake Specialist** · Job Description as outlined below. · **Reports To**: · The Intake Specialist will report to The HR Director, Associate Partners, Office Manager & · Co-Founders Greg Bentley & Keith More. · **Job Overview**:A legal intake specialist receives and qualifies n ...
-
Technical Support Specialist
3 days ago
Harvard Square Technology Partners Newport Beach, United StatesHarvard Square Technology Partners controls or has joint venture/licensing/representation agreements encompassing cutting edge technologies. · We are a late stage technology development company that identifies technologies ready for market, wraps them in a business and marketing ...
-
Product Development Support Analyst Ii
6 days ago
Pacific Life Newport Beach, United StatesPacific Life is investing in bright, agile, and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We're actively seeking a talented Product Support Specialist with a focus on group dental and vision to join the Wor ...
-
Flooring Sales and Design
3 weeks ago
GPAC Newport, NC, United StatesPosition: In Home Sales Expert in Flooring and Design · Seeking a true expert in the In-Home Flooring sales industry. Our client's in-home, high-touch level of service is unparalleled in the industry as follows: · We are with our customers through each step of their new floorin ...
-
Inside Sales Associate
1 week ago
Meier Law Firm Newport Beach, United StatesJob Description · Job DescriptionWe are looking for a trustworthy, outgoing, empathetic sales professional who has the skill set, leadership skills, and organizational skills to close high-end deals with prospective clients and help manage our sales process. This person must brin ...
-
Licensed Real Estate Inside Sales Agent
5 days ago
FAM Realty Group Newport Beach, United StatesJob Description · Job DescriptionLICENSED Real Estate Inside Sales Agent - Unlock Your Path to Becoming a Listing Agent · Elevate Your Career with FAM Realty Group as an Inbound Sales Agent - Your Gateway to Becoming a Licensed Real Estate Inside Sales Agent · Are you driven by a ...
PCM National Sales Specialist - Newport Beach, United States - Pence Capital Management
2 weeks ago
Description
Company
Pence Capital Management integrates academic, behavioral and military-grade intelligence to identify transformative investment ideas, develop investment strategies, and build model portfolios. We believe that big, knowable themes emerge from a simple truth: human behavior drives consumption, which directly impacts the supply chain, and in turn, global economies.
Role
To be successful, you will need to have 2-5 years of experience wholesaling investments to advisors, ideally UITs, ETFs and Separately Managed Accounts. In this role, as an essential member of the investment team, you will help expand the sales of our established product line and build the distribution of our investment solutions. To be successful, you will need the skillset of a top-notch sales professional and that of a project manager.
In support of marketing, you will play a key role in spreading the message of our firm. This role is a hybrid role with the expectation you will be on the road 3-4 weeks/month working with our distribution partners to sell our products and the remainder of the time in the office working with the investment team. You will create materials, presentations, documents, and handle logistics for the product presentations and expansion of the platforms that offer PCM products.
Responsibilities
Requirements
Knowledge, Skills, and Abilities
Education and/or Experience
Benefits