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Description
~ Headquartered in Boston, MA, Trillium Asset Management LLC is the oldest investment advisor devoted exclusively to sustainable and responsible investing (SRI). ~
With over $2 billion* in assets under management, Trillium integrates Environmental, Social, and Governance (ESG) factors into the investment process as a way to identify the companies best positioned to deliver strong long-term performance.
Position Overview
Trillium Assest Management is seeking candidates for the postion of Regional Sales Consultant (West Coast). The purpose of this positon is to cultivate new business with financial advisors and other intermediaries, with a focus on SRI.
Responsibilities
Principal Responsibilities:
- Conduct consultative, relationship-building sales calls and meetings with financial advisors and other professionals.
- Develop and execute sales plan strategies with the primary focus of prospecting new business.
- Articulate portfolio strategies and approach to sustainable and responsible investing (SRI).
- Work with various departments/individuals within the organization to provide ‘Best in Class' service to financial advisors and other intermediaries.
- Update and maintain contact management system.
Qualifications
Competencies for Success/Requirements:
- Minimum of 3-5 years of experience in an advisor focused sales capacity.
- Strong work ethic, high integrity and strong values. Understanding of sustainable and responsible investing and demonstrated commitment to social and environmental causes.
- Strong presentation skills.
- Desire/ability to work in a small company environment.
- Work out of Larkspur, CA.
- Frequent travel expected.
To Apply
- Please click below: "Apply Now Online!" to email your resume and a cover letter that includes expected comp range, reasons for interest in SRI, comfort working for a small company, examples of sales experience, and willingness to travel.
- Please do not call.
~ Trillium provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. ~