Welcome To
AIMSE
Dedicated to serving investment management sales and marketing professionals
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AIMSE Regional Events
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BECOME A MEMBER TODAY
Join the only professional organization dedicated to serving the needs of investment management sales and marketing professionals
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AIMSE
MENTOR/MENTEE PROGRAM
Connecting experienced leaders with up-and-coming professionals
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Membership

Join our growing membership of over 800 investment management sales and marketing professionals.

Mentorship Program

Connecting experienced leaders with up-and-coming professionals in the field, for job effectiveness coaching.

Charitable Programs

Contributing to scholarships that provide tuition assistance, paid directly to their respective elite graduate MBA business school.

UPCOMING EVENTS

01

ENGAGE

ENGAGE

With membership across 800 investment sales and marketing professionals, AIMSE allows dialogue for educational purposes, knowledge sharing, professional development, advancement and visibility.

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02

GROW

GROW

Gain access to industry-wide contacts and get up to date key market trends impacting plan sponsors, consultants, third party sales channels and investment product to positively affect revenue growth, while expanding your contact base.

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03

SUCCEED

SUCCEED

Whether you are seeking a mentor for a specific opportunity or seeking the rewards of imparting your knowledge as a mentor, AIMSE offers a vibrant community to interact and discuss pertinent information.

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WHAT MEMBERS SAY

Become a Member

Active Membership

Associate Membership

Affiliate Membership

Member Benefits

Active Membership

AIMSE Active Membership is open ONLY to those who devote all or a major portion of their time to the marketing or selling of investment management products/services. Active membership provides full benefits including access to all In-Person & Virtual Events, the Mentorship Program, the Online Content Library and all other benefits. Membership is available on an individual basis only. Annual membership dues are $350 USD.

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Associate Membership

Designed for either: 1) newer investment management marketing and sales professionals, or 2) their colleagues who sit adjacent to the sales process. Associate Membership provides access to all Virtual Events, the Mentorship Program, the Online Content Library, Membership Directory and in-person Regional events. Associate members do not have access to in-person conferences and have no voting rights. Membership is available on an individual basis only with annual dues of $200 USD.

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Affiliate Membership

Open ONLY to those who are regularly engaged in and devote a significant portion of their time to selling goods and services to investment management marketing and sales professionals. Affiliate Members have no voting rights. Affiliate Membership is included with some levels of Partner Sponsorships OR can be subscribed on an individual basis. Individual annual membership dues are $450 USD.

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Member Benefits

The only professional organization dedicated to serving the needs of investment management sales and marketing professionals. Beginning with 125 members, AIMSE today has over 800 members nationally.

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SPONSORS:

  • Evestment