Investment Sales Associate
About The London Company & the Role
Founded in 1994, The London Company is a majority employee‐owned investment management firm serving institutional, sub‐advisory, and wealth clients and their intermediaries around the world. Strategies focus on U.S. equity management across all market capitalizations. At the heart of the Firm’s investment principles is a belief that markets are much less efficient at assessing risk than reward. That downside protection focus is the hallmark of the Firm’s singular, high differentiated investment process that relies on facts—not speculation. This disciplined and transparent approach has produced a growing and diversified client base.
The London Company is seeking an Investment Specialist to join our Internal Sales team in Richmond, VA. This is an internal client support and sales position.
Key criteria for success include a highly energetic individual with a strong work ethic, desire to learn and take initiative, possess exceptional personal skills, and is adaptable and responsive to our multi-task fast paced, team-oriented environment.
Responsibilities
- Maintain and enhance relationships with financial advisers across a geographic territory
- Provide updates and information on the Firm’s investment strategies while seeking cross-sell opportunities
- Regular communication through phone calls and emails, fulfilling informational requests, conducting conference calls/webinars, and various other client support activities
- 2 to 5 years of relevant industry knowledge and experience preferred
- Ability to convey firm’s process, investment strategies, and individual securities
- Responsible for documenting all external communications in the firm’s CRM
- Limited travel expectations
Qualifications and Skills
- Bachelor’s degree in Finance, Accounting, or Economics preferred
- Professional experience or background within the fields of finance, economics, marketing or sales preferred
- Understanding of investment markets, systems, and different product offerings
- Demonstrate the ability to work independently and within a team environment
- Candidate should have excellent interpersonal, presentation, oral and written communication skills. Ability to communicate persuasively and strategically
- Certifications/Licenses: Series 65. Ability to pass within 180 days of hiring date
- Proficient with Microsoft Office
- Experience with Firm’s current CRM (Salesforce) preferred
About The London Company’s Culture
Since its founding, The London Company has put its clients first, and that central focus is at the heart of the Firm’s culture. The London Company has developed a reputation for being available, accessible, and proactive with its clients. The Firm prides itself on its ability to build deep relationships, continues to make significant investments in the team cross all departments to ensure it delivers the highest level of client service. The independent, boutique nature of the firm has allowed us to enhance the quality of the client and employee experience, leading to a healthy and rewarding firm culture.
The London Company is an established, nationally recognized firm with an ownership culture and has been named by The Richmond Times‐Dispatch as a 2020‐2023 Top Workplace in the greater Richmond area. In 2022 and 2023, London Company was recognized as a top firm by Pensions & Investments as a Best Places to Work in Money Management program. The Firm’s largest asset is its people, so the firm focuses on retaining and investing in its people for the long‐term. Evaluations and strategic planning aim to position employees to maximize their potential. The Firm strongly believes an ownership culture is paramount to continued success and applies this belief across all functions of the firm.
Mission Statement
Our passion is investing. Our mission is to channel that passion to enrich the lives of our clients and colleagues in an enduring and meaningful way.
Core Values
At The London Company, we embrace integrity, dedication, and respect.
Vision
To provide unmatched downside protection and re-write the books on client service and team engagement.
We are an equal opportunity employer and value diversity at our company.
We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
The London Company offers a flexible environment with a market leading benefits package: salary plus bonus, 100% paid for medical, dental & vision insurance for employees, 401k plan, professional development, gym membership, generous vacation package, and many other perks.
To apply, please submit both a cover letter and resume.
We look forward in hearing from you!