We are a $500+ million money manager focused on fixed income portfolios. We are seeking an ambitious associate for a flexible full or part-time schedule who will help us build, develop, and manage relationships with institutional clients and other money managers. Initial compensation will be base pay, although significant incentive pay may be possible if the successful candidate obtains a securities license that we can sponsor. While most of us here are finance nerds, we are looking for someone with a more interesting background. Our primary qualifications for this position are good interpersonal skills, an unusual background for Wall Street, and a positive personality. We are a young company with a fairly unstructured work environment. To express interest, please submit resume and cover letter.
Duties may include:
Collaborate with senior leadership to create marketing material for new and existing products.
Conduct market research to identify new business opportunities and understand industry trends.
Assist in developing and implementing sales strategies to attract new clients.
Participate in field training sessions with Senior Client Relationship Managers.
Utilize Salesforce to manage and track client interactions and pipeline progress efficiently.
Assist in the onboarding process for CCM’s investment products onto various third-party platforms.
Minimum Qualifications:
College Degree
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