Junior Taft Hartley Sales Associate
About The Position
Schroders is seeking junior sales professionals to join its growing U.S. Taft-Hartley business. These roles are designed for individuals who are energized by relationship building, in-person engagement, and long-term business development within the union and multi-employer pension ecosystem. This role is a critical investment in the future of Schroders’ Taft-Hartley franchise. The Junior Taft-Hartley Sales Associate will support senior sales leadership by managing client events, participating in in-person meetings with existing Taft-Hartley clients, and identifying, cultivating, and maintaining relationships with the next generation of Taft-Hartley trustees and field consultants. These individuals will gain deep exposure to the Taft-Hartley market, investment products across asset classes, and the consultative sales process while building a personal network that compounds over a long career.
Requirements
- 1–4 years of professional experience in institutional sales, asset management, consulting, finance, or a related client-facing role
- Strong interpersonal skills with a genuine interest in face-to-face relationship building
- Comfort traveling extensively for meetings and events
- High level of professionalism, organization, and follow-through
- Intellectual curiosity about pensions, union plans, and institutional investing
Nice To Haves
- Exposure to Taft-Hartley, public funds, ERISA plans, or institutional investment consulting
- Experience supporting or coordinating events
- Demonstrated ability to build networks over time (formal or informal)
- Interest in developing a long-term career in institutional sales or relationship management
Responsibilities
- Support and participate in in-person meetings with Schroders’ existing Taft-Hartley clients, including trustees, staff, and investment committees.
- Build familiarity with client objectives, governance structures, and decision-making processes within multi-employer plans.
- Establish and maintain relationships with field consultants, with a focus on early-career and emerging consultants who will shape future search activity.
- Proactively identify emerging trustees, board members, staff professionals, and junior consultants across the Taft-Hartley ecosystem.
- Develop a long-term relationship map and outreach strategy focused on “next-gen” decision-makers.
- Serve as a consistent Schroders representative to help grow brand recognition and trust earlier in careers—well before formal search processes begin.
- Coordinate and support client events, educational sessions, roadshows, and conferences, including planning logistics and on-site execution.
- Represent Schroders professionally at industry events, conferences, and union-related forums alongside senior sales leadership.
- Leverage events as a relationship-development tool rather than purely transactional opportunities.
- Partner closely with senior Taft-Hartley sales, consultant relations, marketing, and investment teams.
- Assist with CRM updates, meeting follow-ups, and relationship tracking to ensure continuity across the Taft-Hartley book of business.
- Develop working knowledge of Schroders’ investment platform and Taft-Hartley-relevant strategies over time.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
