Business Development Representative

Business Development Representative – Sales & Marketing Division

Salary: The anticipated base salary range for this position is $50,000 to $60,000 per year, plus bonus opportunity. Actual compensation within the range will depend on relevant qualifications and experience.

Location: Los Angeles, CA

Division: Sales & Marketing

Employment Type: Full-Time 

This position is based in AMI’s Los Angeles office and is expected to work in person five days per week during the first year. 

U.S. Work Authorization Required. Candidates must be legally authorized to work in the United States. AMI does not provide employment visa sponsorship for this position.

About AMI Asset Management

AMI Asset Management is a boutique $2+ billion investment manager with a focus on U.S. equities, headquartered in Los Angeles, focused on disciplined fundamental research and long-term client service. We take pride in our collaborative culture and our commitment to serving financial advisors, institutions, and clients with excellence. 

Position Summary

AMI Asset Management, a Los Angeles-based investment manager with more than $2 billion in assets under advisement and a focus on U.S. equities, seeks an entry-level Business Development Representative to expand its inside-sales effort. The representative will conduct telephone and email outreach to financial advisors, qualify prospective interest, and schedule meetings with members of AMI’s portfolio team.

This position is well suited to an energetic, organized professional with strong communication skills, attention to detail, and a genuine interest in investments. Prior sales experience is not required. The role offers training and an opportunity to advance into a broader sales position.

Key Responsibilities

• Conduct outbound telephone and email outreach to financial advisors within assigned territories. 
• Identify and qualify prospective relationships and schedule meetings with members of AMI’s portfolio team. 
• Record calls, emails, meeting outcomes, and follow-up activities in the company’s CRM. 
• Manage follow-up communication and help move prospects through the sales pipeline. 
• Develop a working knowledge of AMI’s investment strategies, approved marketing materials, and client-service approach. 
• Coordinate with the portfolio and marketing teams on outreach campaigns, presentations, webinars, and advisor follow-up. 
• Track activity and pipeline metrics and provide regular progress reports. 

Qualifications

• Bachelor's degree preferred in Business, Economics, Finance, Marketing, Communications, or a related field.
• Strong verbal and written communication skills. 
• Professional and confident telephone presence. 
• Interest in investments, financial markets, and asset management. 
• Strong organizational skills and attention to detail. 
• Ability to manage consistent outreach and follow-up activity. 
• Comfort working toward measurable activity and meeting goals. 
• Proficiency with Microsoft Office; CRM experience is helpful but not required. 
• Coachable, dependable, and eager to develop into a sales role. 
• Prior financial-services or sales experience is helpful but not required.

Compensation

• Salary + Benefits