Job Description
**Join Our Team at Aristotle Who We Are** Aristotle is a majority employee-owned investment management organization with offices in Los Angeles, Newport Beach, Boston, and Sarasota. We specialize in equity and fixed income portfolio management for institutional and advisory clients around the world. Our mission is to help clients achieve their long-term financial goals through active portfolio management and a research-driven investment framework. Aristotle attracts and retains talented investment professionals through a culture focused on research, investment management and client success. What You’ll Do The Regional Associate will be responsible for partnering with their external wholesaler(s) to develop new and maintain existing relationships with financial advisors to increase sales at Aristotle. The Regional Associate will communicate with financial professionals on a wide range of capital market developments and investment-related topics including portfolio process and philosophy, positioning, and performance. Key Responsibilities: Partner with external wholesaler(s) to drive sales and market share in the territory Effectively profile advisors to understand their practice, clients, and investment process to identify needs Conduct proactive outbound sales efforts to raise awareness of Aristotle’s investment solutions Respond to inbound requests & service communications. Prioritization along with timely and diligent follow-up with clients is imperative Utilize fund analysis and other research tools to strategically leverage our product offerings Continually build and maintain a working knowledge of Aristotle Capital’s investment management practices, policies, products, and value-added services. The role requires the ability to position the firm’s investment philosophy, product differentiation, and competitive analyses in group and one-on-one presentations Remain current on events that impact our clients including industry and general market trends Have an in-depth knowledge and understanding of financial intermediary relationships and platforms, along with client and competitor firms and their products Support team with ad hoc reports What You’ll Bring We recognize that not all candidates will meet every requirement. If you’re passionate about this role and believe you have the skills to succeed, we encourage you to apply. Qualifications: 3+ years of relevant sales or financial services work experience preferred Investment experience or client service/sales support within the financial services industry is highly desired Series 63, preferred Series 7 required, or the ability to obtain the Series 7 within 6 months of being hired Bachelor’s degree from an accredited college or university is preferred Proficient in Microsoft Office Familiarity with software including Salesforce, Morningstar, MPI, eVestment: preferred Microsoft Excel skills preferred Natural interest in sales and the financial markets Exceptional communication and probing skills; ability to close sales Ability to collaborate with a team and execute responsibilities independently Polished, ambitious, and professional Detail-oriented with a high degree of accuracy and timely follow through Ability to work with large data sets What We Offer Comprehensive health, dental, and vision insurance for you and your dependents 401(k) with employer matching Paid time off, including an annual Employee Volunteer Day Life, Critical Illness, Disability, and Accidental Injury Insurance Employee Assistance Program Inclusive and supportive workplace culture Company events and employee discount programs Our Core Values We place our clients’ interests first We act with integrity We achieve excellence through accountability and collaboration We empower our employees We are respectful We value community Location: This role is available in Newport Beach, CA and Boston, MA (hybrid schedule). Compensation Range: $80,000.00 - $90,000.00 plus discretionary bonus. The pay range provided is a good faith estimate for the position at the time of posting. Actual compensation will be dependent on factors, including but not limited to, the individual’s qualifications, relevant experience, knowledge, skills, education, internal equity, and physical work location within the state. Note: The above description identifies the essential job functions and skills needed by the person or persons assigned to this position. These jo