Internal Sales Associate

Position Summary:

The objective of this position combines proactive prospecting and relationship-development responsibilities of a traditional internal wholesaler with exposure to sophisticated institutional investors, including public pension plans, endowments and foundations, investment consultants, OCIOs (Outsourced Chief Investment Officers), corporations, and other institutional allocators.

Essential Duties and Responsibilities:

• Build and maintain a targeted institutional prospecting pipeline, with an emphasis on generating 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 key 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 investment objectives and portfolio needs, and communicate the firm’s investment capabilities.
• Schedule, prepare for, and participate in client and prospect meetings, including traveling nationally for meetings originated through business-development efforts.
• Partner with senior distribution professionals, portfolio managers, and investment teams throughout the sales process, including 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.

Qualifications:

• 1–3 years of professional experience, preferably in asset management, investment distribution, financial services, or a related field.
• 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, detail-oriented, and comfortable managing multiple prospects, activities, and deadlines.
• Self-motivated, accountable, and eager to learn in a collaborative, entrepreneurial environment.
• Proficiency with Microsoft Office and familiarity with CRM platforms preferred.
• 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.
• CFA, CAIA, CIMA, or progress toward an investment-related designation is a plus.

Loop Capital is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, age, disability, genetic information, protected veteran status, or any other status protected by applicable federal, state or local law. For reasonable accommodations during the hiring process, contact HR@loopcapital.com.