Investment Sales

Company Description :

Shelter Rock Management, LLC (shelterrockmanagement.com) is an investment management company in Jericho, New York. We manage growth and income strategies for high-net worth families, corporations and institutional investors on Fidelity and Schwab's platforms.

Our strategies have produced strong track records. Three of our strategies (moderate, conservative and short-term bond) received 5-star overall ratings by Morningstar this year for their 3, 5 and 10-year track records. Our newest Equity Alt strategy was recently introduced and it is invested in large-cap US stocks and ETFs that track alternative assets, such as Bitcoin and gold.

Job Overview :

We are looking for a part-time sales professional who has pre-existing relationships with high-net worth, ultra-high net worth, family office, corporate / institutional and / or independent RIA owners to introduce our strategies to new prospective clients. This role will be initially in a part-time capacity as a 1099 contractor and can transition into a full-time role. Our minimum investment is $250,000.

Responsibilities include :

Prospecting through emails, phone calls and in-person networking.

Scheduling in-person and zoom meetings with potential investors and Shelter Rock's Chief Investment Officer.

Maintaining detailed notes to document interactions, indications of interest, non-interest and other feedback.

Requirements :

• 2+ years of sales experience
• Relationships with HNW, UHNW, family offices and / or independent RIA firms
• Strong communication skills
• Persistent, resilient and motivated to succeed
• Hybrid role : Willing to work from our office in Long Island 2 days / week.

Compensation :

Monthly retainer of $3,000 / month plus generous commissions to result in low to mid-six-figure compensation and significant long-term upside potential for the right individual.