Sales Associate

Job Description Summary:

The Sales Associate plays a vital role in supporting the advisory and institutional sales team by driving outreach, managing prospective relationships and helping to prepare high-impact sales materials. Reporting to the Senior Vice President, Advisory and Institutional Division, this role focuses on strengthening relationships with advisory and institutional investment teams. Ideal for someone eager to build a long-term career in institutional field sales, this position combines traditional sales responsibilities with light marketing tasks that help enhance outreach, communication and client engagement. This is a growth opportunity position for a candidate in the Stamford, CT office.

Job Description:

Primary Responsibilities

• Support senior sales professionals in identifying, researching and qualifying prospects, helping to build and maintain a robust pipeline.
• Assist in preparing sales presentations, pitch decks, RFP responses and client proposals tailored to the needs of institutional and advisory decision-makers.
• Manage CRM (e.g., Salesforce) records to ensure prospect and client data is current, accurately tracking outreach, meetings and follow-up actions.
• Draft, coordinate and send direct sales outreach emails using marketing automation tools (e.g., HubSpot), ensuring messaging is aligned with sales goals and firm-wide marketing efforts.
• Coordinate meeting logistics agendas and customized follow-up materials to support face-to-face client meetings, roadshows and due diligence sessions.
• Monitor industry trends, consultant updates, institutional search activity and market developments to help inform targeting strategies and client conversations.
• Collaborate with the marketing team to leverage campaigns, thought leadership and product materials, ensuring sales messaging is consistent and timely.
• Track and report on sales activities and engagement metrics, helping the team refine outreach strategies and prioritize high-potential opportunities.
• Act as a proactive partner to the senior sales team, providing administrative and operational support that enables effective prospecting and deepens client relationships.

Qualifications:

• Bachelor’s degree, preferably in finance, economics, business or a related field.
• 2+ years of experience in sales, business development, client service or financial services; prior exposure to the institutional investment space or asset allocator segment is a plus.
• Strong interpersonal, verbal, and written communication skills, with the ability to craft professional and persuasive outreach communications.
• Familiarity with CRM systems (e.g., Salesforce) and marketing automation tools (e.g., HubSpot) is preferred; willingness to learn is essential.
• Proficiency with Microsoft Office Suite, particularly PowerPoint and Excel, assisting in building compelling sales materials.
• Highly organized, proactive, and able to manage multiple projects and deadlines in a fast-paced institutional sales environment.
• A self-starter with a strong work ethic, a learning mindset and a desire to build a career in institutional field sales.
• Comfortable working in a collaborative, team-oriented culture with senior sales professionals and cross-functional marketing and investment teams.

This position is an exempt position. The annualized base pay range for this role is expected to be between $70,000 –$75,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

EEO Statement: Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAPH OR SIMILAR TEST.  AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. 

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.  An employer who violates this shall be subject to criminal penalties and civil liability. 

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.