Investment Sales & Relationship Management Specialist

· Develop and cultivate new advisor relationships leveraging iCM’s thought leadership content and unique product suite through a leading tech stack (including Levitate, Hubspot, Vbout, and more) with a focus on engaging digital campaigns, insightful video content, and webcasts.

· Move prospects through the sales cycle and provide ongoing support to advisors and clients via email, phone, content marketing, video production and with in-person and virtual meetings.

· Collaborate with investment research and sales teams to translate complex investment concepts into clear, compelling marketing content that can be distributed through iCM’s leading marketing technology platforms.

· Assist in the development of a comprehensive content calendar supporting email campaigns, social media, website updates, video releases, webinars, and advisor communications while being aligned with corporate standards, SEC guidelines and best practices.

· Virtual and onsite client meetings/events, conferences and other presentations (modest travel requirements of approximately 6 overnights per year)

· Manage special projects as needed.

iCM is seeking to fill an open position within our Business Development team. We are looking for the right candidate to join our firm as an Investment Sales & Relationship Management Specialist. While primarily focused on iCM’s unique marketing/sales process, cross selling and relationship management, this position plays a vital role in the business development activities of the firm. The best description of someone who has succeeded in this role would be an individual with organizational skills, is a strong communicator, intelligent/inquisitive, and coachable. The individual will be a clear and willing communicator who enjoys both the digital marketing/content creation as well as verbal communication components of our sales process. If this is you, please contact us to schedule an initial conversation.

Candidates considered for this role should meet the following criteria:

· More than 1 year of relevant work in sales, business development or relationship management. Experience as an internal wholesaler, wholesaler or financial advisor is strongly preferred.

· Bachelor’s Degree with a Major in Business, Finance, or Marketing. (Ideal candidate will hold Series 65 or 66 license)

· Ability to assist in the development of original content by partnering with the investment team and communicating this message effectively using iCM’s digital marketing capabilities including, but not limited to, email, social media, written content, and group presentations (in person and virtually). The right candidate must be comfortable working with marketing technology and having sales conversations on the telephone and/or virtual meetings.

· You possess a high energy level, are a strong communicator with well-developed organizational & time management skills and are naturally curious, desiring to learn/develop new skills while being coachable, with a track record of sales/marketing success.

Pulled from the full job description

• 401(k)
• Paid time off, This position offers a competitive compensation package including a base salary plus quarterly bonuses and will be flexible based on the experience of the prospective candidate. iCM also offers an employer sponsored 401K plan and health insurance reimbursement/stipend.

Integrated Capital Management (iCM) is a boutique investment research firm located in Jessup, Pa. that provides investment solutions to financial institutions, independent RIAs, and financial advisors across the country. Our unique approach to investing is nationally recognized for its thought leadership in the financial services industry and is proprietary to our firm.