CF Private Equity is seeking a Sales Associate for a hybrid role, ideal for professionals with 2-5 years of experience in sales support within the private equity sector.
This position involves assisting with prospect identification, meeting preparation, and supporting the sales process to close deals with a diverse client base, including endowments, foundations, family offices, RIAs, insurance companies, and defined benefit plans.
The role is designed for a self-motivated individual with a strong passion for sales, excellent organizational, communication, and interpersonal skills. Proficiency in Microsoft Office is essential, and experience with Salesforce is preferred. The successful candidate will be expected to obtain Series 7 and 63 licenses within the first 90 days.
Some travel is required, mainly within North America and Canada, with client interactions through telephone, online meetings, and local/on-site meetings.
Benefits include medical and dental insurance, paid maternity and paternity leave, a 401(k) plan, and vision insurance.
For more information, visit the job posting.
Written By: Dakota
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March 29, 2024
April 03, 2024
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Suite 220
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