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OppenheimerFunds logo
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Denver, Colorado
United States
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Division Associate

Company Description

OppenheimerFunds values the talented and diverse workforce we've cultivated over the years. Our nearly 60-year history includes a strong tradition of providing innovative investment ideas and a world-class experience for the individuals, institutions and financial advisors we serve. Our strong foundation is built on collaboration, creativity, and the extraordinary people who play an integral role in our success every day.

Job Description

Job Purpose:

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

Key Requirements:

  • 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
Additional Information

We are a dynamic firm that values teamwork and collaboration, and true to our history, we encourage independent thinking and provide ample opportunities for our people to stand out and make a difference. With offices in New York, Denver, Rochester and Dallas, we work hard to turn our unconventional wisdom into value for investors and pursue excellent results for ourselves and our firm. Learn more about the culture and opportunities at OppenheimerFunds here:

OppenheimerFunds and its subsidiaries and affiliates provide equal employment opportunity to all qualified individuals without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, veteran status, or any other characteristic protected by law in all employment functions including recruitment, evaluation, selection, promotion, compensation, benefits, training, and termination of employment.

Note that this posting is intended for individual applicants. Search firms or agencies should visit our vendor management partner at for more information about doing business with OFI.

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