(asset management) Questions to ask Senior Sales executive during lunch, career progression discussion

New IikG01
Sep 7, 2019 13 Comments

I work for a large institutional asset management organization as a relationship associate. My day to day includes servicing a huge book of corporate pension business as well as supporting the sales team (one senior who kicks major ass and one junior who is a nepotism hire and produces next to nothing).

The senior has been leaning on me to do some of the juniors tasks, coordinating product research, competitive Intel, prospect research, and internal reporting for his external selling.

I'm planning on taking the senior to lunch and being very frank with him about my desire to get on the sales team.

I'm under the assumption that if he is giving me this work he has some trust in me (moreso than the junior whose job I'm basically doing).

What are some good questions to ask /things to talk about during this lunch meeting? I really enjoy working with him and I am happy to do the work he rolls down my way but I know for a fact the Jr makes 2.5x the money I make and we have the exact same credentials.

Any and all help would be appreciated. Thank you.


Want to comment? LOG IN or SIGN UP
TOP 13 Comments
  • Chase


    Neuberger Berman
    Based on your brief description it sounds like he gives you that work because you’re the pack mule. Just ask him how he sees your future on the team, and if you don’t like his answer, start looking externally. They don’t “trust” the guy who’s underpaid and delegated the most work, it just means they respect you least.
    Sep 9, 2019 2
    • BNY Mellon antishock
      OP is bozo doing the work of the nepotism hire.
      Sep 9, 2019
    • Chase / Eng Sha_
      Why do I feel like this guy's is from Chase?
      Sep 9, 2019
  • Citibank / Mgmt 🐟r🏷️
    I'd focus on two things:

    - Sell your ability to do the job (tell him why you think you're up for it)
    - Sell your enthusiasm / excitement to do the job (show him that you have a genuine interest in the work, and get him excited with you)

    Don't make it about "I do everything junior does but he makes more than me waaaaaaah." That's a turnoff.
    Sep 9, 2019 6
    • Chase / Eng Sha_
      Hope OP gets it with this strategy. But majority of times when you do that, you get the position for sure but your pay remains the same which would defeat the propose of the conversation. But hope he gets a higher pay.

      @OP - if you ever get more with this strategy, please do let us know here.
      Sep 9, 2019
    • Citibank / Mgmt 🐟r🏷️
      If OP doesn't get pay and is qualified for the job then he should look elsewhere. OP is being used, if they're assessing the situation accurately.
      Sep 9, 2019
  • PayPal Mafia
    Give him examples to demonstrate you are dependable
    Sep 9, 2019 0
  • Chase RgKq85
    I would ask things about the role first. What his expectations are of a great candidate in the role and what other responsibilities can that candidate expect to take on. And then sell yourself on what you do for him and if you can tie yourself into some of what his expectations are.
    Sep 9, 2019 0
  • BlackRock 1oynx
    What company are you with
    Sep 9, 2019 0


    Real time salary information from verified employees