Internal Sales Associate

Loop Capital•Miami, FL

10d

About The Position

The Internal Sales Associate at Loop Capital Asset Management combines proactive prospecting and relationship development traditionally associated with internal wholesaling with exposure to sophisticated institutional investors, including public pension plans, endowments and foundations, investment consultants, OCIOs, corporations, and other institutional allocators. The role focuses on generating qualified meetings and new business opportunities, understanding institutional investors’ needs, and communicating the firm’s investment capabilities. The associate partners with senior distribution professionals, portfolio managers, and investment teams throughout the sales process, and may travel nationally for client and prospect meetings. The position is based in Miami, Florida, and offers a salary range of $125,000–$150,000. Loop Capital describes its culture as collaborative, innovative, inclusive, and supportive of professional growth and purpose-driven work.

Requirements

1–3 years of professional experience; asset management, investment distribution, financial services, or a related field is preferred.
Strong interest in institutional business development, investment management, and financial markets.
Demonstrated initiative, persistence, and willingness to engage in proactive prospecting and relationship development.
Excellent verbal and written communication skills, with the ability to develop credibility with sophisticated institutional audiences.
Strong analytical and research skills, including the ability to understand complex organizations and identify relevant decision-makers.
Highly organized and detail-oriented, with the ability to manage multiple prospects, activities, and deadlines.
Self-motivated and accountable, with eagerness to learn in a collaborative, entrepreneurial environment.
Willingness and ability to travel nationally for client meetings and business-development opportunities.
Bachelor’s degree required.
FINRA registrations or willingness to obtain required registrations.

Nice To Haves

Proficiency with Microsoft Office and familiarity with CRM platforms.
CFA, CAIA, CIMA, or progress toward an investment-related designation.

Responsibilities

Build and maintain a targeted institutional prospecting pipeline, emphasizing qualified meetings and new business opportunities.
Conduct proactive outbound engagement through phone, email, professional networking, conferences, referrals, and other business-development channels.
Research institutional investors to identify decision-makers, investment objectives, existing manager relationships, and potential opportunities.
Develop relationships with public pension plans, endowments and foundations, investment consultants, OCIOs, corporations, and other institutional investors.
Qualify prospects, understand their investment objectives and portfolio needs, and communicate the firm’s investment capabilities.
Schedule, prepare for, and participate in client and prospect meetings, including national travel for meetings generated through business-development efforts.
Partner with senior distribution professionals, portfolio managers, and investment teams on meeting preparation, follow-up, due diligence, and opportunity management.
Maintain accurate and timely CRM records, including prospect information, activity tracking, pipeline stages, meeting notes, and follow-up commitments.
Support account segmentation, targeted marketing campaigns, conference follow-up, and other distribution initiatives.
Develop a thorough understanding of the firm’s investment strategies, performance, investment philosophy, portfolio construction, and competitive positioning.
Assist with institutional due diligence, RFPs, consultant databases, and related client requests as appropriate.
Share market intelligence, prospect feedback, and potential business opportunities with the broader distribution team.