Baron Capital
Sales Analyst
New York, New York
Sponsorship not specified$80k-$90kDetected 48 days ago
Data AnalysisSalesforceCRMSalesLeadershipCollaborationTime Management
About the role
- Assist with ad hoc Intermediary Team and other department requests sent to dedicated Sales Analyst inbox
- Work closely with the Investment Specialists, including attending weekly meetings andparticipating in presentation workshops
- Attend in-office firm events, meetings, and investment forums
Responsibilities
- Manage the Salesforce CRM platform for the Intermediary Sales Team, including cleaning and maintaining CRM data integrity, supporting team campaigns, and supporting broader firm sales initiatives
- Maintain CRM and accurate client contact information, and track engagement and activity across various wealth partner platforms
- Support team leadership by analyzing and maintaining key territory metrics, tracking wholesaler activity, and other management metrics providing clear, data driven insights that inform day-to-day management needs and support broader strategic decisions
- Develop and deliver reporting and analytics for sales campaigns, including generating targeted client lists, building, and structuring campaign outreach, and providing data‑driven insights for sales leadership
- Collaborate cross-functionally with teams such as the Strategy & Sales Enablement Team, National Accounts, and Marketing teams
Requirements
- Undergraduate degree, preferably in finance, business, or economics
- Passion for sales and knowledge of financial markets and basic economic principles
Nice to have
- SIE (Securities Industry Essentials) exam passed prior to hire date
- Series 63 exam completed prior to hire date
- Note to third parties: Baron Capital is not seeking or accepting any unsolicited assistance from search and selection firms or employment agencies at this time.
Compensation
- $80,000 - $90,000 USD
Benefits
- Support external and internal sales efforts and financial advisor coverage such as assisting with literature fulfillment requests, Morningstar report portal comparisons, and ad hoc client requests
Visa & Work Authorization
- After 12 months, potential sponsorship for the FINRA Series 7 & 63 exams/licensing
Apply directly at Baron Capital →Create a free account for alerts like thisView Baron Capital immigration profile
This listing is sourced directly from Baron Capital's careers page and normalized into a canonical job model.