Careers

Open Positions at ALM First

Director, Sales & Client Relations

Department: Business Development
Reports To: Managing Director, Sales & Client Relations

Job Summary:  ALM First is a successful 25-year-old asset management and consulting firm looking for a self-starting sales executive to drive revenue through consultative sales. The ideal candidate for this position has a demonstrated record of sales success, positive attitude, a tireless work ethic, excellent collaboration skills and an insatiable appetite to grow the ALM First brand.

Qualifications: 

  • Experience in strategic sales planning and execution.
  • Knowledge of contracting, negotiating, and change management.
  • Experience selling to C-Suite Executives, ideally CEO/CFO/CLO/Finance or Lending professionals
  • Fundamental understanding of finance and banking, capital markets, lending or treasury functions.
  • Work requires professional written and verbal communication and interpersonal skills.
  • Ability to motivate teams to produce quality materials within tight timeframes and simultaneously manage several projects.
  • Ability to participate in and facilitate group meetings.
  • Work requires willingness to travel and work a flexible schedule

Essential Duties: 

  • Identify, develop, and evaluate marketing/sales strategy for a defined territory
  • Prospecting and networking via telephone calls and face-to-face meetings with prospective clients.
  • Develop sales presentations for delivery to prospective clients
  • Create and deliver proposals to prospective clients. 
  • Utilize company resources as needed to secure commitments.
  • Ensure successful handoff of new clients to financial advisory teams
  • Attend industry events and trade shows for the purpose of generating leads and closing sales
  • Stay informed on industry trends, changes in industry regulations and the competitive landscape
  • Work with management and product development team to refine existing products as needed
  • Generate new bank advisory clients and achieve targeted revenue goals
  • Other duties as assigned

Experience: 

  • Minimum ten (10) years sales/marketing experience in the financial services industry required with a focus on external sales.
  • PC/Windows-based software experience required with proficiency in Word, Excel and PowerPoint.  
  • External business development experience inclusive of cold calling, and CRM software.
  • Product training and product demonstration experience required.  

Language Skills:  Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.  Ability to write reports, business correspondence, and procedure manuals.  Ability to effectively present information and respond to questions from groups of managers, clients, and team members.

ALM FIRST STATEMENT ON DIVERSITY & INCLUSION

ALM First believes deeply in equality and strongly supports diversity and inclusion. Many of the clients we serve were founded to provide equal economic opportunities for their communities. By providing fair and affordable access to credit, our depository clients are helping individuals and families of modest means buy their first homes and open or maintain their small businesses. We will continue our commitment to financial inclusion for all Americans as we serve the clients providing critical financial resources to the communities that need them most. We are always looking at how we can improve our own policies and practices to encourage diversity through the use of an Employee Task Force.

Marketing Manager

Department: Business Development
Reports To: Principal

Job Summary:  ALM First is a successful 25-year-old asset management and consulting firm looking for a self-starting B2B Marketing Manager to oversee marketing strategy, brand identity, lead generation, channel development and improve client retentions. The ideal candidate for this position has a positive attitude, a tireless work ethic, excellent collaboration skills and an insatiable appetite for growth and learning.

Qualifications:  7-10+ years in B2B marketing and promotion.  Bachelor’s Degree in Marketing, Business Administration, Communications, or related field (MBA preferred).  Possess excellent communication skills and have a proficiency in Microsoft Office, Pardot, Google Analytics and Salesforce.  Familiarity with online content marketing, digital lead generation development strategies, brand governance, and public relations. Ability to work unpredictable hours, including some evenings and weekends.   Regulated financial services industry’s experience a plus.

Skilled in: 

  • B2B marketing strategy,
  • project management,
  • internal/external communications,
  • digital marketing campaigns,
  • market research,
  • lead generation,
  • promotions,
  • product development & marketing,
  • corporate branding

Responsibilities:  The Marketing Manager will perform market research to drive marketing strategy, communicate with senior management about marketing initiatives and project metrics, as well as brainstorm fresh strategies.

  • Identify, develop, and evaluate marketing strategy, based on knowledge of corporate objectives and market characteristics, in conjunction with Principal and team members
  • Formulate, direct and coordinate all marketing activities and policies to promote the firm, products and services though all types of media including web, print, digital, social, etc.
  • Maintenance of sales/marketing database
  • Act as a liaison between firm and 3rd party marketing, public relations, and event vendors
  • Perform market and competitive analyses
  • Review articles, presentations, collateral and website for accuracy and adhesion to corporate brand/identity
  • Identify weaknesses in existing marketing campaigns and develop pragmatic solutions within budgetary constraints
  • Communicate with senior management about marketing initiatives, project metrics, industry trends as well as to brainstorm fresh strategies
  • Provide training and education to staff as needed
  • Other duties as assigned

Language Skills:  Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.  Ability to write reports, business correspondence, and procedure manuals.  Ability to effectively present information and respond to questions from groups of managers, clients, and team members.

ALM FIRST STATEMENT ON DIVERSITY & INCLUSION

ALM First believes deeply in equality and strongly supports diversity and inclusion. Many of the clients we serve were founded to provide equal economic opportunities for their communities. By providing fair and affordable access to credit, our depository clients are helping individuals and families of modest means buy their first homes and open or maintain their small businesses. We will continue our commitment to financial inclusion for all Americans as we serve the clients providing critical financial resources to the communities that need them most. We are always looking at how we can improve our own policies and practices to encourage diversity through the use of an Employee Task Force.

Financial Analyst Intern

Department: SSMG (Strategic Solutions Modeling Group)
Title: Intern, SSMG
Reports To: Director/Associate, SSMG

This position is an entry level position.

Qualifications:  Junior or Senior year of undergraduate degree in finance or a related field. No prior experience is required; however, at least 1 year of analyst work experience is preferred.   

Responsibilities:  The intern role is to facilitate the data work portion of the advisory team needs. Additionally, interns work closely with a Financial Advisor in maintaining client relationships. Tasks include: 

  • Preparation of asset/liability management (ALM) reports
  • Loading detailed data from clients into the ALM model via electronic data files
  • Generating interest rate sensitivity analyses, including volatility in economic value of assets and liabilities and projected net interest income
  • Analyzing interest rate risk positions utilizing results from the ALM analysis for clients
  • Preparing written analyses of the ALM results
  • Discussing ALM results with the Financial Advisor and with clients via remote or in-person presentations
  • Preparing what-if analysis and providing written analysis  of the results
  • Facilitate training of new analysts
  • Contribute to the development of new products
  • Participate in SSG projects
    • Credit and valuation
    • Distressed cash flow analysis

The day to day duties of the position can be categorized as either 1) analysis or 2) client related:

Analysis

  • Manage all data to and from clients
  • Model client balance sheets in ALM software
  • Produce ALM output
  • Prepare write-up analyzing ALM output
  • Run what-if analysis
  • Run monthly investment reports

Client

  • Discuss ALM results with clients
  • Discuss what-if results with clients
  • Discuss research and market conditions with clients
  • Interact with client regarding data management