Operations Associate – National Markets & Sales Team (Charlotte)

Job Description

Siegfried is looking to add Operations Associates to work alongside our National Markets and Sales Team (NMST). This role reports directly to the Regional Managing Director (RMD) and Regional Chief of Staff (RCOS). This position offers a unique opportunity to partner with our ambitious, well-connected Sales Professionals who want to help you succeed in your career while aiding you in developing Leadership Advisory skills. You will also gain valuable experience in a variety of other areas such as marketing, event planning, finance, recruiting, sales operations, and much more. This role will provide you with the tools and training required to catapult you into a successful career within our Firm.

Essential Functions & Key Responsibilities

• Supporting our Business Development team with matters such as, but not limited to, client acquisition/prospecting, meeting/presentation coordination and support, tracking and documentation of client meetings, account management, organization and planning of client related events.

• Recruiting responsibilities such as, but not limited to, assisting with zoom screens and in-person interviews, which includes preparation, documentation, and follow-up, along with planning and organization of MY Relationship dinners and events.

• Organization and tracking of reports such as, but not limited to, expenses, deployments, receivables, qualified leads, meetings, etc. in CRM, Workday, and PowerBI

• Assisting on all functional and operational aspects of leading and managing the National Markets and Sales Team (NMST).

• Additional support within the office, market, region, or other pertinent departments/personnel to ensure effective and efficient collaboration.

• Special Projects as required.

Supervisory Responsibilities

This position has no supervisory responsibility.

Required Qualifications

• 4 Year Degree from Accredited University.

• Extraordinary intangible attributes aligned with our High Performance Model®, especially humility, chemistry and communication, and mental agility.

• Passion and aptitude for developing & maintaining compelling connections.

• Strong networker, including participation in professional & personal networking associations.

• Faithful Courage: a willingness and flexibility to do something very new and a desire to learn how to engage others in a powerful manner.

• Determination to become a better leader.

• Commitment to continually push yourself outside of your comfort zone.

• Ability to thrive in a fast-paced, growth-oriented environment with a high energy level.

• Ability to work in a collaborative, entrepreneurial environment with demanding and high-quality expectations.

• Strong work ethic and professional maturity.

• Excellent interpersonal skills as well as strong oral and written communication skills.

• Team player with a strong desire to be an active, long-term participant in the overall growth and vision of the Firm.

• Strong organizational skills.

• Ability and willingness to work a minimum of 45-48 hours per week, on average.

• Direct, Full Time Hire Opportunity.

• Ability and willingness to work in a Siegfried office as required for an average of four days per week in accordance with Siegfried’s then-current policy. (This requirement is subject to change at the discretion of management).

Desired Qualifications

• 1+ year of Professional Experience.

• Experience in a client-facing position.

• Advanced degrees and certifications a plus.

Location

You must be commutable to one of the following office locations: Atlanta, GA; Charlotte, NC; Houston, TX; or Miami, FL.

FLSA/At-Will Employment

• This position is an exempt position under FLSA.

• This position is and will remain at-will in nature.

Company Overview

Siegfried is a unique career choice, and we invest deeply in our people and believe in their potential. We have an exclusive group of talented professionals who are all ambitiously committed to continuous growth, personally and professionally. Our client-facing Professionals are helping the best people at the best companies with their most important work and transforming themselves along the way. And our Operations team is thoughtfully working on the business and helping grow our Firm with purpose. The investment and expectations of a career at Siegfried are high, because the reward of what we offer is high. We value and acknowledge the hard work of our employees in many ways, including competitive base salaries, energizing incentive compensation plans, career enhancement opportunities, and our hallmark MY Journey® program. Additionally, we offer a comprehensive benefits package that encompasses a wide range of offerings, including robust healthcare coverage, dental and vision plans, generous paid vacation and sick time allowances, paid holidays, a 401k plan with employer match to support your financial goals, a profit-sharing program that allows you to share in the success of our organization, and unique allowances that nurture your physical, emotional, and spiritual well-being.

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