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Regional Director Jobs

Company

Abacus Group, LLC
Address New York City Metropolitan Area, United States
Employment type FULL_TIME
Salary
Category Financial Services
Expires 2023-07-27
Posted at 10 months ago
Job Description

Our client is an asset management firm. They are looking for a Regional Director to join their Detroit, MI office.


Responsibilities

  • Review advanced sales presentations on fund portfolios and strategies
  • Input and enter all sales activities into Salesforce CRM system
  • Maintain all stages of the sales cycle, from prospecting to discovery to implementation
  • Research investment strategies and learn how they relate to an individual or overall strategy
  • Create a comprehensive sales & marketing plan
  • Oversee investment capabilities, philosophy, and investment processes


Requirements

  • Strong analytical skills and detail-oriented
  • Excellent communication and organizational skills
  • Bachelor's Degree required, Master's preferred
  • Knowledge of CRM and Word required
  • Series 7 and 63 certifications required
  • Experience developing and implementing sales and marketing business plans
  • 5+ years of financial services experience


Job ID # 15108