POSITION TITLE: Client Engagement Center Associate
DEPARTMENT: Client Engagement Center - Inside Sales
- POSITION SPECIFICATIONS:
- Bachelor degree required; SIE (Securities Industry Essential's exam) preferred
- One year of work experience in the financial services industry or sales related field preferred
- Knowledge of quantitative mutual fund investment techniques and terminology preferred
- Must possess or immediately obtain FINRA SIE, Series 7 & 66 (or equivalent) licensing
MAJOR DUTIES:
- Participate in the 15-week paid training program to obtain FINRA licenses and to develop sales skills, product, system and industry knowledge
- Work in partnership with external sales representatives to gain basic knowledge of the client base, investment products, marketing campaigns, and information about Federated Hermes' key competitors
- Conduct systematic sales calls via telephone to clients and prospective clients to acknowledge trades, identify needs, solicit business, and explain Federated Hermes' investment products and processes
- Develop relationships with financial intermediaries, customers and prospects
- Respond to incoming inquiries from existing/prospective financial intermediaries regarding Federated Hermes' products, services and sales ideas
- Meet individual production goals and effectively participate in reaching department production goals
- Participate in ongoing training, including product knowledge, presentation skills, and seminars to fully develop professional skills
- Demonstrate ability to learn, utilize and maintain all systems thoroughly i.e. Salesforce, Microsoft Office, Finders
- Remain current with industry trends
- Attend industry conferences and seminars on occasion
HOURS/LOCATION:
- 8:00 a.m. - 4:30 p.m.; 8:30 a.m. - 5:00 p.m.; 9:30 a.m. - 6:00 p.m.; or 10:30 a.m. - 7:00 p.m. depending on region supported (Overtime as required)
- Federated Hermes Tower - Pittsburgh, PA 15222
- Hybrid Location (office/remote)
EXPLANATORY COMMENTS:
- Positions are based in Pittsburgh and support external sales representatives in various markets
- Emphasis on sales skills, product knowledge and building relationships with clients
- Ability to work as a member of a team
- Excellent oral communication skills (telephone voice) and presentation skills required
- Excellent decision making, problem solving, and analytical skills required
- Above average attention to detail required
- Individual will be required to sign an Employment Agreement
- Travel to attend client meetings and conferences as appropriate
- Must possess/maintain a valid driver's license
- COMMENCEMENT DATE: 08/17/2026
We are interested in qualified candidates who are eligible to work in the United States. However, we are not able to sponsor visas.
Federated Hermes is committed to providing equal employment opportunities in all aspects of employment to qualified individuals without regard to the following criteria: race, color, national origin, religion, sex, pregnancy, sexual orientation, gender identity or expression, mental or physical disability, age, familial or marital status, ancestry, military status, veteran status or genetic information as well as any other prohibited criteria under any local, state or federal law applicable to Federated Hermes. As part of the firm's equal employment opportunity statement, Federated Hermes will also comply with applicable government contractor obligations, including ensuring veterans and qualified people with disabilities are considered for employment and promotional opportunities consistent with current federal, state and local laws and regulations. Federated Hermes will also make reasonable accommodations for the religious practices or beliefs of applicants and employees, as well as for mental health or physical disability needs.
To review Federated Hermes' California Privacy Notice go to https://www.federatedinvestors.com/corporate/careers.do and select CA Applicant Notice.