What are the responsibilities and job description for the Assistant Vice President Sales position at Meridian Investments, Inc.?
The Investment Banking/Capital Markets AVP will be a Bethesda, MD-based position working directly with the firm’s partners and senior investment banking team. They will be responsible for business development and overseeing and maintaining new business relationships for all offerings within a defined geographic territory.
RESPONSIBILITIES
Typical duties include, but are not limited to:
- Develop and maintain new client relationships
- Prospect for new clients primarily by telephone sales calls to Fortune 1000 companies, banks and insurers within assigned geographic territory
- Introduce all offerings to prospective investors
- Participate in meetings at client locations (estimated travel is approximately 10%).
- Keep management informed by submitting activity and results reports, such as daily call reports, weekly work plans, and monthly and annual territory analyses.
- Attend relevant industry conferences to understand current trends and substance within the industry, as well as to network with prospects, clients, and consultants.
- Assist in the development and preparation of presentations and marketing materials for investors such as pitch books, executive summaries, investor reports, etc.
- Performs other duties as assigned.
CANDIDATE QUALIFICATIONS & EXPERIENCE
- Strong academic background with a bachelor’s degree required in a relevant field of study preferred (business, finance, real estate, or accounting).
- 1-3 years of experience in the financial services sales industry.
- A proven track record of raising capital or relevant sales.
- Excellent presentation skills with the demonstrated confidence and competence to articulate the Company’s and client’s philosophies, processes, and products; as well as a wide range of technical information, as required by investors and consultants.
- A personal track record of operating effectively as part of a new business development team; understanding how a team effort can add value to the long-term growth of the business.
- Highly driven and self-motivated – striking a balance between working collaboratively across the organization, with a great deal of autonomy in the assigned territory.
- An ownership mindset that extends to every facet of the business – accepting accountability for personal actions, decisions, and specific performance.
- A willingness to communicate transparently across the organization, both verbal and written, in a clear and insightful manner.
- Exceptional relationship skills with a proven ability to establish rapport with a wide range of individuals, internally and externally.
ABOUT US
Meridian Investments, Inc., founded in 1981, is a boutique investment bank focused on financing ESG/SRI projects, including affordable housing and renewable energy projects within the United States. Since 1986, Meridian has arranged more than $32 billion debt and equity capital to finance affordable housing and renewable energy projects in the United States.
Job Type: Full-time
Pay: Base salary $100,000.00 - $125,000.00 per year plus bonus
Benefits:
- Employer paid health insurance
- Paid time off
- 401(k)
- Medical & Dental (100% employer paid)
Schedule:
- Monday to Friday
Job Type: Full-time
Pay: $150,000.00 - $200,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Cell phone reimbursement
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Bethesda, MD 20817: Reliably commute or planning to relocate before starting work (Preferred)
Education:
- Bachelor's (Required)
Experience:
- Institutional Investing Industry: 1 year (Preferred)
- Raising Capital or Relevant Sales: 1 year (Preferred)
License/Certification:
- Series 7 (Required)
- Series 63 (Required)
Willingness to travel:
- 25% (Preferred)
Work Location: In person
Salary : $100,000 - $125,000