Sales Support Analyst

Support sales efforts of Internal and External Wholesalers. Work indirectly with financial advisors by assisting Internal Wholesalers with product information and other various requests. Attend regular product update meetings with sales teams to become familiar with EV products/services and the financial industry as a whole Run hypothetical mutual fund reports and TA's (Transition Analysis) for Internal Wholesalers to use with advisors to sell EV products. Support marketing campaigns through regular literature fulfilment for financial advisors, taking ownership of logistical requirements and strict timelines Update and maintain SalesPage (CRM system) to reflect accurate records with FINRA as well as developing effective data management techniques in a fast-changing industry Industry experience preferred Strong Microsoft Office skills Must have strong attention to detail, organized, and ability to juggle multiple tasks Strong communication skills Cooperative team player FINRA Series 7 & 63 licenses required within one year of start date Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.