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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical skills and attention to detail in managing sales workflows and client relationships. Proficient in utilizing CRM platforms and data management tools to support business development initiatives in the financial services sector.
Highest-signal resume keywords
Business DevelopmentCRM Data ManagementFinancial Markets KnowledgeLead GenerationSales Performance Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data ManagementSales OutreachLead GenerationPipeline ReportingMarket ResearchSales ForecastingAnalytical SkillsPresentation DevelopmentEvent CoordinationClient Relationship Management
Soft Skills
Excellent CommunicationInterpersonal SkillsOrganizational AbilitiesAttention to DetailEntrepreneurial Attitude
Tools & Technologies
CRM PlatformsExcelPowerPointLinkedInProfessional Networking Tools
Certifications & Qualifications
FINRA Registration
Industry Keywords
Financial ServicesPrivate EquityAlternative InvestmentsInstitutional InvestorsWealth ManagementFamily OfficesRIAsSales PipelineMarket IntelligenceSales Effectiveness
About the role
Key responsibilities & impact- Support outbound business development initiatives targeting institutional investors, wealth managers, family offices, RIAs, and alternative asset managers
- Assist with prospecting, lead generation, and sales outreach campaigns across email, LinkedIn, conferences, and other channels
- Research prospective clients and identify new business opportunities
- Coordinate and track business development activities across the sales pipeline
- Participate in client meetings, conference calls, and relationship management initiatives
- Develop and maintain relationships with key market participants
- Maintain CRM data integrity and accurately track client interactions and opportunities
- Manage sales workflows and pipeline progression
- Monitor lead activity and support timely follow-up processes
- Assist with pipeline reporting, forecasting, and sales performance analysis
- Track relationship milestones and engagement metrics
- Support creation and distribution of marketing materials and sales collateral
- Assist with LinkedIn campaigns, conference communications, and outreach initiatives
- Coordinate conference preparation and post-event follow-up activities
- Support development of messaging, presentations, and commercial content
- Attend industry conferences, networking events, and client meetings
- Assist with meeting scheduling and event logistics
- Conduct attendee research and identify relevant prospects before events
- Capture market intelligence and relationship-building opportunities from conferences and meetings
- Track commercial metrics and key performance indicators
- Monitor outreach performance and pipeline activity
- Identify trends and opportunities to improve sales effectiveness and operational efficiency
- Work directly with senior members of the commercial team to help scale Tangible's fintech business
Requirements
What you’ll need- Bachelor's degree in Finance, Economics, Business, or a related field
- Strong interest in financial markets, private equity, and alternative investments
- Excellent communication and interpersonal skills
- Strong attention to detail and organizational abilities
- Analytical mindset and comfort working with data
- Ability to manage multiple priorities and work independently
- Entrepreneurial attitude and willingness to thrive in a fast-paced startup environment
- Internship experience in finance, sales, consulting, fintech, wealth management, investment management, or financial services preferred
- Familiarity with CRM platforms preferred
- Strong Excel, PowerPoint, and data management skills preferred
- Experience with LinkedIn and professional networking tools preferred
- Demonstrated leadership, initiative, or entrepreneurial experience through internships, student organizations, athletics, or extracurricular activities preferred
- Strong desire to pursue a career in financial sales and business development
- Candidates should be willing to pursue and maintain FINRA registration as part of their long-term professional development
- Tangible Markets will provide sponsorship and support for the required licensing process
Benefits
Comp & perks- Tangible Markets will provide sponsorship and support for the required FINRA licensing process
- Travel to conferences, roadshows, and in-person meetings as needed