Investment Trust Sales

The Opportunity

The customer is the focus of everything we do, and millions of end users rely on our products daily. We believe in the value of empowering Investment Trust Sales with the resources to solve critical problems for the future of our business, which is why we need you.

Job Description

Sales & Sales-Related Activities

• Gatekeeping for core distributors in terms of maintenance of the existing business and development of new business
• Wholesales activities
• Creation of client reports, sales pitch materials and other materials related to sales activities
• Liaison of global CPM
• Follow‑up on core investment strategies

Required Skills & Experience (must have)

• T‑Star/GX, Word, Excel, Power Point
• Morning Star Direct

Internal Guidelines about Work From Home

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