Join Our Team at Aristotle

Who We Are

Aristotle is a majority employee-owned investment management organization with offices in Los Angeles, Newport Beach, Boston, and Sarasota. We specialize in equity and fixed income portfolio management for institutional and advisory clients around the world. Our mission is to help clients achieve their long-term financial goals through active portfolio management and a research-driven investment framework. Aristotle attracts and retains talented investment professionals through a culture focused on research, investment management and client success.

What You’ll Do

The Regional Associate will be responsible for partnering with their external wholesaler(s) to develop new and maintain existing relationships with financial advisors to increase sales at Aristotle. The Regional Associate will communicate with financial professionals on a wide range of capital market developments and investment-related topics including portfolio process and philosophy, positioning, and performance.

Key Responsibilities:

Partner with external wholesaler(s) to drive sales and market share in the territory
Effectively profile advisors to understand their practice, clients, and investment process to identify needs
Conduct proactive outbound sales efforts to raise awareness of Aristotle’s investment solutions
Respond to inbound requests & service communications. Prioritization along with timely and diligent follow-up with clients is imperative
Utilize fund analysis and other research tools to strategically leverage our product offerings
Continually build and maintain a working knowledge of Aristotle Capital’s investment management practices, policies, products, and value-added services. The role requires the ability to position the firm’s investment philosophy, product differentiation, and competitive analyses in group and one-on-one presentations
Remain current on events that impact our clients including industry and general market trends
Have an in-depth knowledge and understanding of financial intermediary relationships and platforms, along with client and competitor firms and their products
Support team with ad hoc reports

What You’ll Bring

We recognize that not all candidates will meet every requirement. If you’re passionate about this role and believe you have the skills to succeed, we encourage you to apply.

Qualifications:

3+ years of relevant sales or financial services work experience preferred
Investment experience or client service/sales support within the financial services industry is highly desired
Series 63, preferred
Series 7 required, or the ability to obtain the Series 7 within 6 months of being hired
Bachelor’s degree from an accredited college or university is preferred
Proficient in Microsoft Office
Familiarity with software including Salesforce, Morningstar, MPI, eVestment: preferred
Microsoft Excel skills preferred
Natural interest in sales and the financial markets
Exceptional communication and probing skills; ability to close sales
Ability to collaborate with a team and execute responsibilities independently
Polished, ambitious, and professional
Detail-oriented with a high degree of accuracy and timely follow through
Ability to work with large data sets

What We Offer

Comprehensive health, dental, and vision insurance for you and your dependents
401(k) with employer matching
Paid time off, including an annual Employee Volunteer Day
Life, Critical Illness, Disability, and Accidental Injury Insurance
Employee Assistance Program
Inclusive and supportive workplace culture
Company events and employee discount programs

Our Core Values

We place our clients’ interests first
We act with integrity
We achieve excellence through accountability and collaboration
We empower our employees
We are respectful
We value community

Location: Hybrid – Boston, MA or Newport Beach, CA

Compensation Range: $80,000.00 - $90,000.00 plus discretionary bonus.

The pay range provided is a good faith estimate for the position at the time of posting. Actual compensation will be dependent on factors, including but not limited to, the individual’s qualifications, relevant experience, knowledge, skills, education, internal equity, and physical work location within the state.

Note: The above description identifies the essential job functions and skills needed by the person or persons assigned to this position. These job functions and skills are not intended to be a complete and exhaustive list of all responsibilities, duties and skills required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. The information contained herein is subject to change at the company's discretion. No phone calls. No agencies or recruiters.

Aristotle is an Equal Employment Opportunity Employer. Aristotle will consider for employment, qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance.

Aristotle Capital Management, LLC, Aristotle Credit Partners, LLC, Aristotle Capital Boston, LLC, Aristotle Atlantic Partners, LLC, Aristotle Pacific Capital, LLC, and Aristotle Investment Services, LLC, are affiliated organizations. Each is an independent investment adviser separately registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about each adviser including the investment strategies, fees and objectives can be found in their ADV Part 2, which is available upon request.

Aristotle

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Regional Associate