Increasing Reliance on Specialists in Sales

January 24, 2024, Needham, MA – While industrywide hiring was more subdued in 2023, asset managers still recognize the importance of having specialists within sales to address the complex needs of advisors. According to findings from FUSE Research Network’s recently published Sales Management 2023 BenchMark study, firms employ full-time employees (FTEs) in five specialist roles ranging from an average of 7.9 Investment Specialists/Client Portfolio Managers (CPM) to 2.2 Separately Managed Account (SMA) Specialists.

For the complete press release, click here.