You will be part of a global team within the Coverage Group (over 800 salespeople) which supports both Institutional as well as the Retirement Investment Platform. The newly established position in San Francisco will support existing asset-class based teams in driving product education, competitive positioning, and technical sales support in our suite of Liquidity investment solutions.
Develop new client relationships and supporting existing relationships within the product scope – with a primary focus on the corporate community
Collaborating internally on cross-selling opportunities within the Coverage Group
Driving external and internal client meetings for liquidity opportunities
Develop complete understanding of Deutsche AM’s liquidity platform that is offered to clients
Strong and proven sales experience with corporate treasury products within designated territory
Fulfilling the necessary administrative responsibilities associated with the role
Essential Skills:
Experience working with investment knowledge and portfolio management teams
Experience with running client meetings and building relationships
At least 7-10 years’ experience in the asset management, corporate treasury and/or intermediary.
Strong interpersonal and communication skills
Previous experience in client meetings and building relationships
Detail oriented with an analytical mindset
Self-motivated and enthusiastic team player, able to work with others in a fast paced, dynamic environment
Experienced with Excel, Word, and Power Point
Execute strategically and tactically on a day-to-day basis
Education/Qualification Requirements:
BA degree or equivalent
Relevant experience within the investment manager, intermediary, corporate treasury, or liquidity management industry
Series 7 and 63 licenses will be required
CFA and MBA a plus
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