Internal Sales Associate

Posted Yesterday
Be an Early Applicant
Boston, MA, USA
Hybrid
47K-50K Annually
Junior
Fintech
The Role
Provides inbound telephone sales coverage and administrative support for broker-dealer communications. Responds to registered representative inquiries, shares fund and sales information, qualifies leads, supports internal and regional sales directors, conducts outbound calls when needed, and assists with sales initiatives. Requires financial market knowledge, strong communication skills, flexibility, and Series 7 and 63 registrations or willingness to obtain them.
Summary Generated by Built In
Internal Sales Associate

Boston, MA

About Victory Capital:

 Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm. We serve institutional, intermediary, and individual clients through our Investment Franchises and Solutions Platform, which manage specialized investment strategies across traditional and alternative asset classes. Our differentiated approach combines the power of investment autonomy with the support of a robust, fully integrated operational and distribution platform. Clients have access to focused, top-tier investment talent equipped with comprehensive resources designed to deliver competitive long-term performance.

Victory Capital is headquartered in San Antonio, Texas. To learn more, visit www.vcm.com or follow us on Facebook, Twitter (X), and LinkedIn.

General Summary and Purpose:

Provide inbound telephone sales coverage and administrative assistance as it relates to the ongoing communication of sales information to the broker dealer community.

You will report to the Head of Training, Practice Management, Deputy Manager Internal Sales Directors

You Will:
  • Respond to incoming inquiries from registered representatives regarding fund, marketing and sales information while asking proactive questions to generate quality sales leads for Internal Sales Directors (ISD) and Regional Sales Directors (RSD)
  • Provide sales support to the ISD, RSD and Sales Desk Manager
  • Provide back-up support for ISD’s who are absent by conducting outbound sales calls at the direction of the Manager, and working closely with the RSD
  • Maintain an above average balance of inbound calls taken and total available time for incoming calls;
  • Provide coverage for outgoing sales initiatives as assigned by management and ISD.
You Have:
  • Bachelor’s degree/equivalent work experience
  • Series 7 and 63 needed, SIE preferred
  • Knowledge of the financial marketplace including, but not limited to: stocks, bonds, international investing, currency, etc.
  • Self-motivated, with attention to details, that can work autonomously and at times collaboratively in a fast pace atmosphere.
  • Strong verbal and written communication skills.
  • Flexible with work schedule.
  • Candidates without the preferred registrations will be expected to obtain them in accordance with Victory Capital’s policy.
  • One year of customer service experience preferred
  • Financial services/mutual fund industry experience a plus
  • Some sales experience preferred.
Our Benefits:

Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.

Target Compensation:

The target base salary range for this position is $47,000 - $ 50,000

Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant’s skills and prior relevant experience, certain degrees, and certifications.

Victory Capital Management operates a pay-for-performance compensation philosophy and total compensation may vary based on role, location, department and individual performance.

Victory Capital Management’s total compensation package includes the opportunity for annual compensation bonuses and/or commissions and a generous benefits package.

We are committed to equal employment opportunity without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, height, weight, hair texture or a hairstyle historically associated with race to include braids, locks, or twists; or any other characteristic protected by applicable federal, state, or local laws and ordinances. 


Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • Bachelor's degree or equivalent work experience
  • Series 7 registration
  • Series 63 registration
  • SIE registration
  • Knowledge of financial markets, including stocks, bonds, international investing, and currency
  • Strong verbal and written communication skills
  • Ability to work autonomously and collaboratively in a fast-paced environment
  • Flexible work schedule
  • One year of customer service experience
  • Financial services or mutual fund industry experience
  • Sales experience
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The Company
HQ: San Antonio, TX
395 Employees

What We Do

Victory Capital is a diversified global asset management firm. The Company operates a next-generation business model that combines boutique investment qualities with the benefits of a fully integrated, centralized operating and distribution platform. Our differentiated model is comprised of ten autonomous investment franchises, each with an independent culture and investment approach. Additionally, we offer a Solutions Platform, featuring our VictoryShares ETF brand. Victory Capital provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. We offer a diverse array of independent investment approaches and innovative investment vehicles designed to drive better investor outcomes. This includes actively managed mutual funds and separately managed accounts, rules-based and active ETFs, multi-asset class strategies, custom solutions and a 529 College Savings Plan. We are headquartered in San Antonio, TX, with offices in Cleveland, Cincinnati and Rocky River, OH; San Francisco, CA; Denver, CO; Birmingham, MI; New York, NY; Boston, MA; and Des Moines, IA. Additionally, we have investment professionals in London, Hong Kong and Singapore. To learn more about Victory Capital, visit our website: https://www.vcm.com

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