Division Associate will work with internal and external partners in multiple regions across the country to help develop and prospect new relationships with advisors.

Responsibilities & Deliverables:

• Partner with internal and external partners in multiple regions across the country to help develop and prospect new relationships with advisors
• Conduct consultative, relationship-building sales calls via the telephone with financial advisors and other licensed professionals
• Develop and execute sales plan strategies with the primary focus of prospecting new business
• Articulate fund objectives, discuss financial markets (domestic and international) and portfolio strategies
• Identify sales opportunities and advisor needs, cross-sell ideas and introduce new concepts
• Develop asset allocation strategies based on client objectives and risk tolerances
• Analyze regional/product sales trends within participating broker/dealer firms and among individual financial advisors
• Work with various departments/individuals within the organization to provide ‘Best in Class’ service to our financial advisors
• Handle daily administrative tasks to ensure maximum business efficiency, i.e. update and maintain contact management system

• Minimum of 1-2 years relevant experience in financial services industry
• Thorough understanding of the financial/capital markets; mutual funds, group and individual retirement plan products, separately managed accounts, hedge funds and other investment vehicles
• Ability to view business on a macro and micro level
• Motivated to achieve success
• Strong work ethic, high integrity and strong values
• Sound communication and interpersonal skills
• Strong sales skills; probing, listening and closing
• Exceptional verbal and writing skills
• Ability to learn and adapt to new technologies
• Series 7 & 63 preferred
• College degree required

Full Benefits

OppenheimerFunds is a leading global asset manager dedicated to serving the diverse needs of our clients that range from institutions to financial advisors to individual investors.