Primary Functions of the Position:

+ Collaborate with external sales partner / sales management in creating and implementing a business plan to expand our relationship with existing clients (financial advisors) and identify potential new clients (financial advisors)

+ Coordinate meetings and/or calls with clients and their various financial advisors / staff to provide relationship management support services and initial loan application completion

+ Assist their external partner with scheduling key meetings in the territory to support territory management

+ Take the lead on certain aspects of the business plan, while also managing the follow-up for the efforts of external sales partner, which includes meeting follow ups, presentations, conference preparations, and sales kits

+ Present all TriState's product offerings to our clients to help them understand how we complement their business

+ Develop, implement, and maintain a drip marketing strategy to stay "Top of Mind" for lending opportunities in the region

+ Maintain a deep knowledge of product offerings and be able to conduct one on one meetings with advisors, deliver presentations, as well as conduct joint meetings with external partner in the field

Education and Experience Requirements:

+ Bachelor's Degree in a Finance-related discipline

+ 1-3 years of financial services experience, including previous experience in financial sales or client services with demonstrated achievement of goals

+ Experience with a CRM platform such as Salesforce

+ Experience working with high net worth clients and top-producing advisors / agents is a plus

Essential Skills and Abilities:

+ Excellent communication and interpersonal skills

+ General knowledge of insurance, banking, lending, and financial marketplace a plus

+ Strong prospecting and customer services skills

+ Ability to use independent judgement and critical thinking

+ Proficient in MS Office, specifically Excel and Word

+ Entrepreneurial: Willingness to make independent decisions and improve processes that contribute to the territory business objectives

+ Creativity: Develops innovative ways to demonstrate to our client's best practices in implementing Tristate strategies and help them identify investment opportunities

+ Competitiveness: Motivated by being in a professionally competitive atmosphere

+ Curiosity: Interested in understanding capital markets and how individual investors utilize asset management/banking products to achieve their financial goals

+ Ethical: Unwavering commitment to doing what is right for the client and for the company