Sales Assistant


Admin + Office Support


New York, New York

Employment Type



A 250-person, $40B AUM asset manager is seeking a Sales Assistant to support their Sales and Marketing teams. The firm is an industry leader.

Job Description:

Compensation : $85000 - $95000
Job ID : 15960


Sales Support

  • Assist sales team with fulfilling client needs
  • Coordinate Sales Enablement in partnership with the marketing team by keeping the Highspot platform updated and distributing quarterly materials to the sales team
  • Support Internal and External Wholesaling teams by fulfilling marketing material requests
  • Update Platform and Firm-specific Fund availability guides
  • Coordinate e-mail blasts and Green Sheet approvals of e-mails
  • Assist sales team management with proofing and compiling data for monthly sales report
  • Enter contact information and assign profiling information to clients in SalesForce

Events Organization

  • Coordinate attendance at several industry conferences: register attendees, plan travel, send materials, etc.
  • Plan client events and dinners
  • Coordinate due diligence events at our headquarters and interact with clients

Client Relations

  • Submit and track marketing material approval requests to client firms through the 4U software portal and communicate literature availability status to sales team
  • Coordinate in-person and virtual meetings and conference calls with clients
  • Make and bind presentations/kits for meetings
  • Compile reporting requests for clients

General Administrative

  • Manage sales calendars by keeping team calendars up to date with travel, meetings, conferences, etc.
  • Coordinate travel and entertainment and expenses for senior team members
  • Answer phone lines, plan teams calls and meetings, etc.

Job Requirements:



  • Undergraduate degree required
  • 1-3 years of experience in a professional environment, preferably an asset manager

Knowledge and Skills

  • Strong work ethic and team-player approach are critical
  • Excellent time management skills and ability to multi-task and prioritize work
  • Attention to detail and problem-solving skills
  • Excellent communication and interpersonal skills
  • Strong phone contact handling skills and active listening
  • Proficiency in MS Office
  • Meeting and event planning skills
  • Familiarity with preferred
  • Knowledge of the mutual fund industry a positive



Disclosure:  The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.