at Howe & Rusling.
Howe & Rusling is recruiting for an individual to join the Portfolio Management & Sales team. We are looking for a tenured, well-connected and motivated individual to join the team who has a successful track record of engaging clients, closing accounts, and exceeding sales quotas.
Develop, maintain, and manage the implementation of personal strategic sales plans
Manage efforts to research and identify prospective clients and targets
Build and maintain Howe & Rusling’s brand in the community
Collaborate with the rest of the portfolio management team and marketing department on various projects and product offerings
Accountable for personal sales quotas
Engage in sales, business development, and ongoing client success
10+ years of documented success in sales
Passion for the financial markets
Exemplary written and oral communication skills
Excellent interpersonal, planning, and organization skills
Bachelor’s degree (or higher) required
Professional designations such as CFP, CFA, or similar preferred
We are looking for a highly creative, attuned Marketing Associate to strive to make our strong marketing program even more consistent, robust, thoughtful, and best-in-show.
Understanding and contributing to the company’s unique brand style consistently, both visually and editorially, with new creative content
Posting to social media platforms and website and disseminating email blasts according to a set calendar
Conducting market and competitor research to determine a target audience’s needs, wants, and interests and pitch new opportunities for marketing efforts
Collaborating with sales and marketing team members to plan and design promotional marketing campaigns and events
Producing and updating current marketing material on a quarterly basis, including pitchbooks, strategy fact sheets, and website