Investment Sales Associate

Job overview

The Investment Sales Associate role is an in-office position in Southlake, TX. Compensation is not specified. The role supports Trinity Investors’ investor relationship function and reports to the Client Relations Manager. The associate serves existing investors, maintains relationships, and supports sales initiatives with the Marketing, Investments, and Client Relations teams. Investor service, reporting, and relationship development help grow the business and maintain a positive company image.

What you'll do

• Serve as a key contact for existing investors
• nurture investor relationships
• work with Marketing, Investments, and Client Relations on business-growth initiatives
• provide investor service, build rapport, and obtain referrals
• prepare sales activity reports using Excel, the CRM investor portal, and Google Sheets
• may travel two to three times per year to visit investments and attend investor events.

What we're looking for

Skills & competencies

investment sales associate

southlake tx

trinity investors

investor relations

client relations

relationship management

private equity

finance

sales reporting

excel

crm

no cold calling

occasional travel

Work arrangement

• Weekend coverage required

Why this role

The posting states the role does not involve cold calling; travel may occur two to three times per year.

About the employer

Trinity Investors is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.