Investment Sales Associate Job at Fidelity Investments (Westlake)

Sales Associate

You will work directly with the CEO in a high-impact Sales Associate role design...

Location

United States , San Diego

Salary:

60000.00 - 80000.00 USD / Year

Prism Data

Expiration Date

Until further notice

Requirements

2+ years of experience in sales, business development, consulting, investment banking, operations, or an analytical role with client exposure
Exceptional written and verbal communication skills
Strong attention to detail and a “no task too small” attitude
Highly organized with the ability to manage execution across many active deals
Comfort working alongside a founder and adapting to evolving priorities
Ability to thrive in a fast-paced, high-ownership environment

Job Responsibility

Support the Full Sales Cycle
Prepare meeting briefs and research accounts ahead of key calls
Draft follow-up communications, tailored literature, and deal artifacts
Help coordinate complex deal motions across stakeholders
Drive Operational Excellence
Maintain accurate CRM records and next steps
Monitor and chase open action items with prospects and internal teams
Generate reports and analyses to support forecasting and deal insights
Facilitate Founder Leverage
Anticipate needs and unblock friction points to accelerate sales velocity

What we offer

medical
dental
vision
401(k)
equity-based compensation

Fulltime

Associate Manager, Sales Operations (Distributor Channel Management)

The Associate Manager, Sales Operations (Distributor Channel Management) acts as...

Location

Malaysia , Kuala Lumpur

Salary:

Not provided

SC Johnson

Expiration Date

Until further notice

Requirements

Bachelor's Degree
5-10 years of experience in Distributor Channel Sales, Sales Operations, Trade Marketing
Advanced analytical skills and strong computer skills, specifically a must-have proficiency in MS Excel
Past working experience in the FMCG industry
Strategic thinking, analytical problem-solving, and the ability to influence across the organization
Fluent in English (both written and verbal)

Job Responsibility

Channel Strategy & Annual Planning
GT Channel Planning: Lead the annual planning process for the entire General Trade channel, including Gross-to-net and In-store investments
JBP Preparation: Plan and prepare annual targets for the Distributor network, ensuring individual Joint Business Plans (JBPs) aggregate to meet the total channel goal
RTM Architecture: Design and execute Route-to-Market (RTM) strategies to optimize distribution depth and breadth across the GT landscape
Incentive Strategy: Design and track Distributor Sales Rep (DSR) Incentives to drive the right behaviors in the field
Structure & Selection: Determine the ideal channel structure and lead the selection of local distributor partners
Performance Intelligence & Perfect Store
Distributor Scorecards: Develop and manage channel and distributor scorecards to convert sales data into actionable business intelligence
Perfect Store Execution: Co-lead the development of toolkit execution for both in-store and online Perfect Store standards
Reporting & Commentary: Lead the monthly commentary and quarterly ASEAN scorecard updates for the distributor network

Fulltime

Senior Sales Operations Associate, Uber for Business, EMEA

This an exciting opportunity for an expert, analytical sales operations professi...

Location

Netherlands , Amsterdam

Salary:

Not provided

Uber

Expiration Date

Until further notice

Requirements

A minimum of 4 years of confirmed experience in B2B Sales Strategy & Sales Operations roles in Tech or SaaS, or with a successful track record in investment banking or strategy consulting
Experience in working with large sets of unstructured data and synthesizing it into business insights – high proficiency needed in using SQL and Excel or G Sheet

Job Responsibility

Partner with the Head of EMEA Sales Operations, as well as with Global Sales Ops, Strategy & Planning, Marketing & Product teams on strategic and operational projects to drive revenue, sales productivity, and operational efficiency
Provide data-driven insights and identify key opportunities to accelerate revenue growth
Collaborate with cross-functional teams to improve the Gross Bookings generated by our Sales teams and SMB clients who sign-up through our self-service system, identifying and leading initiatives to improve the onboarding process
In partnership with central Sales Ops, define metrics of Success, establish targets, and diagnose systems needs and sales enablement requirements to make sales teams more successful
Lead weekly meetings with key stakeholders to review performance trends, identify areas for improvement, and establish efficient sales cadence
Own forecasting and planning processes to ensure the achievement of revenue and key operating metrics in the EMEA SMB segment
Own end-to-end inside sales funnel metrics and define the book of business, routing scoring, qualification, routing processes, and provide tools for new sales reps
Maintain and develop sales dashboards with meaningful operational metrics to supervise sales activities

Fulltime

Sales Finance Associate Analyst

Overview CAREERS TO SMILE ABOUT At PepsiCo, you'll discover a place where our mi...

Location

Mexico , Miguel Hidalgo

Salary:

Not provided

Pepsico

Expiration Date

Until further notice

Requirements

Experience managing a P&L
0-1 years of experience in finance and planning
Experience in financial analysis, data integrity maintenance and systems such as SAP and Mosaic
Strong excel skills
Able to work independently and takes initiative
Capable of managing multiple time sensitive priorities simultaneously
Detail-oriented
organized in approach and in document maintenance
Ability to function well in a team environment
Consistently shows urgency, courtesy and patience

Job Responsibility

Support the PBNA West Region by providing high-impact reporting and analytical support to the commercial team
Performance tracking
Forecasting
Scenario planning
Promotional analysis
Contributing to the Annual Operating Plan (AOP)
Assist in preparing and distributing daily, weekly, and periodic operational and financial reports
Validate data accuracy and ensure timely delivery
Support monitoring of key performance metrics and provide preliminary insights to aid business decisions
Gather and organize data for net sales drivers, performance trends, and customer financials

What we offer

Opportunities to learn and develop every day through a wide range of programs
Internal digital platforms that promote self-learning
Development programs according to Leadership skills
Specialized training according to the role
Learning experiences with internal and external providers
Recognition programs for seniority, behavior, leadership, moments of life, among others
Financial wellness programs
A flexibility program that will allow you to balance your personal and work life
Wellness Line
Thousands of Agreements and Discounts

Fulltime

Associate – Corporate – Investment Funds (Liquidity Solutions)

Associate – Corporate – Investment Funds (Liquidity Solutions) Locations: Chica...

Location

United States , Chicago; Washington, D.C.; New York

Salary:

Not provided

Myn

Expiration Date

Until further notice

Requirements

Minimum of three years of experience in liquidity transactions, secondaries markets, and related fund operational matters

Job Responsibility

Advising on liquidity transactions including continuation funds, recapitalizations, traditional LP portfolio sales, fund-level and GP-level preferred equity investments, investments in firm sponsors

Sales Operations Associate

The Sales and Operations team's mission is to be the primary support function fo...

Location

Netherlands , Amsterdam

Salary:

Not provided

Uber

Expiration Date

Until further notice

Requirements

Minimum 3 years of work experience in Sales Operations (preferably in a fast-growing B2B or tech environment) OR Strategy Consulting/ Investment Banking
Bachelor's degree or equivalent (Business Administration, Economics, Mathematics, Finance, Accounting, etc.)
You have a strategic mind and are technical and proficient in data
Excellent Excel modeling skills, particularly as it pertains to financial modeling

Job Responsibility

Pipeline building, Forecasting and Planning: Contribute to sales planning, semi-annual quota planning, and other planning cadences in partnership with Finance, Strategy & Planning, SalesOps, and Sales teams to ensure achievement of revenue and key operating metrics
Strategy: Partner with sales leadership to set performance targets for sales teams. Contribute to defining the right GTM strategies per market and segment. Help build MBRs/QBRs with leadership, and optimally communicate analyses’ results. Establish and manage key sales performance dashboards
Stakeholder management: Partner closely with senior sales leaders and cross-functional partners to align on strategy and operational priorities
Analytics: Provide analytical and operational support to continuously improve our forecasting and pipeline management and sales insights

Sales Development Associate

Under limited supervision, uses extensive knowledge and skills obtained through ...

Location

United States , Atlanta

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

Bachelor’s degree and three years’ experience in the financial services industry, preferably including related experience in marketing or sales in a financial planning, investment management or other financial services environment
SIE required provided that an exemption or grandfathering cannot be applied
Series 7
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance
General Experience - 4 to 6 months
s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Job Responsibility

Initiates outbound sales calls and responds to incoming calls and inquiries, including follow-up, sending out materials and obtaining and evaluating background information
Participates in professional organizations and activities to expand network of business contacts
Establishes and maintains a prospect database
Works independently in sourcing and developing new client relationships to enable financial advisors to meet sales goals
Assists in developing product oriented positioning documents, product profiles, competitive analysis and other content for web sites, marketing materials and seminars
Gathers, analyzes, interprets and distributes information on sales trends, product demand and marketing strategies for assigned products
Supports marketing programs and assists others in developing a clear, compelling and differentiated message and position for assigned products
Participates in advisor and client seminars, product road shows, branch presentations, conference calls, point of sale support, and other sales functions on behalf of the financial advisors
Executes business development strategies on behalf of the branch
Gathers information and data on prospects to be used in the sales process

Fulltime

Associate Customer Sales Lead

The Customer Sales Associate will lead the development and implementation of the...

Location

United States , Albany

Salary:

86200.00 - 123900.00 USD / Year

THE VAIL CORPORATION

Expiration Date

Until further notice

Requirements

Minimum education required: Bachelor's degree
4+ years’ experience in the CPG industry
Must reside within a reasonable driving distance to the customers (NY, PA, CT, MA areas)

Job Responsibility

Lead the integrated growth planning process and annual strategic plan with Price Chopper & Tops Markets
Manage supplier relationships on assigned categories
Utilize the sales planning tool and customer investment system to create optimal customer plans
Develop and implement trade promotion strategies and tactical plans with the customer
Works closely with our DSD Field Sales Organization and Independent Operators to win with our customer in the marketplace
Conduct post event analysis to evaluate promotional volume, consumption, profit and spending results versus plan and leverage findings to maximize future promotional opportunities
Monitor and manage deduction balances and conduct post audits
Leverage shelf solutions to drive retail availability and additional product placements in store
Conduct category business reviews, leveraging loyalty and syndicated data, to discuss the state of the business, consumer trends, key business drivers, incremental opportunities, etc
Leverage Category Management resources and loyalty data appropriately

What we offer

Benefits begin on day one and include medical, dental, short and long-term disability, AD&D, and life insurance (for individual, families, and domestic partners)
Employees are eligible for our matching 401(k) plan and can enroll on the first day of employment with immediate vesting
Campbell’s offers unlimited sick time along with paid time off and holiday pay
If in WHQ – free access to the fitness center
Access to on-site day care (operated by Bright Horizons) and company store
Giving back to the communities where our employees work and live is very important to Campbell’s
Our “Campbell’s Cares” program matches employee donations and/or volunteer activity up to $1,500 annually
Campbell’s has a variety of Employee Resource Groups (ERGs) to support employees

Fulltime

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Investment Sales Associate

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