Associate Sales Manager

Company Profile:

Advisor Partners is a boutique investment management firm combining investment expertise with financial theory, bringing the best of both worlds to address client needs. We design diversified portfolios that help financial professionals deliver highly personalized investment solutions to their clients.

Additional information on Advisor Partners can be found at

Position Summary:

Advisor Partners is seeking an entrepreneurial sales professional to accelerate growth. The role reports to the President and will help manage all sales and marketing activities directed at independent Registered Investment Advisors (RIA), Family Offices and other sales channels. This is a “hands on” sales role.


  • Enhance the sales strategy for selling Advisor Partners’ strategies through the RIA and Family Office channels.
  • Meet and exceed annual targeted sales goals.
  • Source prospective clients within targeted markets. This includes using existing network of contacts, cold calling, and attending conferences.
  • Develop sales collateral, email campaigns, PR initiatives, and assist with other marketing aspects.
  • Maintaining current, accurate data in the CRM application.
  • Arrange meetings for interested prospective clients with portfolio managers and senior members of the firm.
  • Work with the Investment team to expand Advisor Partners’ investment solutions based on market demands.
  • Meet weekly with senior member(s) of the firm to provide status updates on new prospects.


  • Strong desire and ability to identify prospects, generate a qualified pipeline, cultivate and manage sales opportunities, and close sales.
  • Track record of meeting and exceeding sales targets and building strong customer relationships in the RIA market
  • A strong client service orientation with the ability to manage multiple and competing priorities.
  • Intelligent, motivated, competitive, strong communication skills, strong closing skills.
  • Marketing experience
  • Ability to prioritize and manage multiple activities
  • Employ creative approaches to succeed and problem-solve.
  • BA/BS degree required
  • Ability to travel extensively.

Salary / Benefits:  Salary commensurate with experience

To apply, send a cover letter and resume to
You must put Associate Sales Manager in the subject line

Advisor Partners is an Equal Opportunity Employer