How to Post an Effective Investment Sales Job Using Dakota Talent

Have you ever posted a job for your firm, only to have it take much, much longer than expected to fill the role? Have you hired someone who didn’t meet your firm’s expectations, or left in a perilously short amount of time? If any of these sound like you, you’re not alone.

Finding the right candidates in the investment management industry can be a long, arduous task. A lot of the time, no one knows where to turn to find experienced candidates to add to their team. LinkedIn, Indeed, and Job Blast | FundFire all offer a large pool of candidates, but they often don’t align with the specific needs of an investment firm, or there are so many potential candidates that it takes far too long to parse through them all. 

Raising capital is tough, not to mention for an investment firm finding the right people to focus on the right channels for a specific strategy is not always easy. Throw in market volatility, and in some cases a lack of money in motion, investment firms get frustrated and can be quick to pull the trigger on sales people. This leads to the need for ease of finding job opportunities or openings.

At Dakota, we’ve been in the investment sales industry since 2006, and we’ve found some incredible talent along the way. We believe in sharing our connections and fundraising expertise to make the lives of investment sales people like us easier. As an investment industry fundraiser and data supplier, Dakota has developed a large network and we have brought that network together to connect investment firms looking for talent and candidates looking for opportunities.

In this article, we’re going to walk you through the step by step process of creating a profile and posting a job to Dakota Talent, the first premier job board of its kind specifically designed for sales, marketing, and distribution roles in investment management. By the end of this article, you’ll be ready to get started listing Talent and recruiting your next great teammate.

1. Complete your company details

The first step to posting a job is setting up your account. This includes creating your company profile. During setup you’ll be asked to provide:

  • Your firm’s logo
  • Company name*
  • Website
  • Investment Focus*
  • Location*
  • AUM
  • Full name*
  • Email*
  • Password and confirmation*

2. Post a job

Now that your account is all set, you can move to the next step, actually posting a job. Here you will enter the details of your open position. In this section of the job board, you'll be asked for: 

  • General information such as - 
      • Job title*
      • Job types
      • Category (This is the type of job you’re hiring for. Categories can include: accounting, admin/clerical, business development, consultant relations, human resources, information technology, marketing, sales, wholesaler, investor relations, analyst, intern, portfolio manager, trader, finance, operations, wealth manager, compliance, and executive assistant)
      • Location*
      • Tags (These make it easier for job seekers to find you. You can tag things like industry, asset classes, or technologies used in the role)
      • Job description (You can pull this from your website, a PDF, or LinkedIn posting and copy and paste it into the text box)
  • Details on how to apply such as -
      • Accept application via: email, link, or directly submitting your resume
      • Link to apply, email to apply, or file to upload
  • Additional details such as - 
    • Years of experience*
    • Travel
    • Remote
    • Role
    • Channel focus
    • Investment focus
    • Product structure 
    • Geographic focus 
    • Salary
    • Bonus
    • Benefits 
    • Skills 
    • FINRA license(s)

3. Select posting type

Now that you’ve set up your account and posted your job, it’s time to select the posting type. Your options are listed below:

  • Single job posting (BETA PHASE) | $0.00 FREE, 1 job posting 
  • Single job posting | $400.00 billed monthly, 1 job posting
  • Feature your company and your job | $500.00 billed monthly, 1 job posting

After entering your payment information, you are all set!

4. Monitor your inbox!

All that’s left for you to do is watch your inbox for incoming applications! We hope this helps you find your next best candidate.

To learn more about the first investment management industry job board, visit Dakota Talent.

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Written By: Morgan Holycross, Marketing Manager

Morgan Holycross is a Marketing Manager at Dakota.


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