Sales Associate

Focus Financial Partners • Stamford, CT

6d • $70,000 - $75,000 • Onsite

About The Position

The Sales Associate supports the advisory and institutional sales team by driving outreach, managing prospective relationships, and preparing sales materials. Reporting to the Senior Vice President, Advisory and Institutional Division, the role focuses on strengthening relationships with advisory and institutional investment teams. It combines sales responsibilities with light marketing tasks to support outreach, communication, and client engagement, and is described as a growth opportunity for someone seeking a long-term career in institutional field sales. The position is based in the Stamford, Connecticut office.

Focus is a financial services firm providing integrated wealth management, family office, and business management services. It combines deep expertise and broad resources with a boutique, client-first fiduciary philosophy to provide personalized solutions to individuals, families, and institutions.

Requirements

• Bachelor’s degree, preferably in finance, economics, business, or a related field.
• At least 2 years of experience in sales, business development, client service, or financial services.
• Strong interpersonal, verbal, and written communication skills, including the ability to write professional and persuasive outreach communications.
• Familiarity with CRM systems such as Salesforce and marketing automation tools such as HubSpot is preferred; willingness to learn is essential.
• Proficiency with Microsoft Office Suite, particularly PowerPoint and Excel, to assist in building sales materials.
• Highly organized and proactive, with the ability to manage multiple projects and deadlines in a fast-paced institutional sales environment.
• Self-starter with a strong work ethic, a learning mindset, and a desire to build a career in institutional field sales.
• Comfort working collaboratively with senior sales professionals and cross-functional marketing and investment teams.

Nice To Haves

• Prior exposure to the institutional investment space or asset allocator segment.
• Familiarity with CRM systems such as Salesforce and marketing automation tools such as HubSpot.

Responsibilities

• Support senior sales professionals in identifying, researching, and qualifying prospects and building and maintaining a robust pipeline.
• Prepare sales presentations, pitch decks, RFP responses, and client proposals tailored to institutional and advisory decision-makers.
• Manage CRM records, including Salesforce, and keep prospect and client data current while tracking outreach, meetings, and follow-up actions.
• Draft, coordinate, and send direct sales outreach emails using marketing automation tools such as HubSpot, aligning messaging with sales goals and firm-wide marketing efforts.
• Coordinate meeting logistics, agendas, and customized follow-up materials for face-to-face client meetings, roadshows, and due diligence sessions.
• Monitor industry trends, consultant updates, institutional search activity, and market developments to inform targeting strategies and client conversations.
• Collaborate with the marketing team on campaigns, thought leadership, and product materials to ensure sales messaging is consistent and timely.
• Track and report sales activities and engagement metrics to help refine outreach strategies and prioritize high-potential opportunities.
• Provide proactive administrative and operational support to the senior sales team, enabling effective prospecting and stronger client relationships.

Benefits

• Comprehensive benefits package, including medical, dental, vision, and life insurance.
• 401(k).
• Annual cash bonus may be offered as part of total compensation.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level