Regional Director Of Sales And Marketing

Regional Director of Sales (Investment Management)

115,000-165,000 base + bonus + profit sharing + benefits

Intermediary Sales

REPORTS TO: VP, National Sales Manager

Great Lakes Region based in either Minneapolis MN area or Milwaukee WI area - covering MN and WI

SUMMARY:

The Regional Director will be responsible for cultivating and maintaining relationships with financial advisors and distributing our growth equity products to financial advisors within the territory.

The Regional Director should be able to provide added value support through a consultative sales approach tailored to the individual advisor needs within the respective territory. This includes the ability to have in-depth conversations about our products and the investment environment, as well as experience in the sales approach. The Regional Director will be responsible for driving sales and managing client relationships within the territory.

Intermediary Sales Channel covering financial advisors within wirehouses, regional and independent broker/dealers – Great Lakes Region based in either Minneapolis MN area or Milwaukee WI area - covering MN and WI.

JOB RESPONSIBILITIES:

• Regularly enter all sales activities into the Firm’s Salesforce CRM system
• Demonstrating an understanding of our investment strategies, and how they relate to an individual or firm’s overall strategy and investment needs
• Working well both as an individual and a member of a team
• Providing advanced sales presentations on our portfolios and strategies
• Building and executing against a comprehensive sales & marketing plan, emphasizing a high level of activity and a focus on engaging top financial advisors within the territory.
• Managing all stages of the sales cycle, from prospecting to discovery to implementation, as well as servicing and ongoing management of the relationship, once established
• Demonstrating a high level of performance and ethics
• Must have the ability to travel extensively (up to 75% of the time) with a high degree of accountability, independence and initiative
• Delivering with competence our investment capabilities, philosophy and investment process, while demonstrating the uniqueness of each product

QUALIFICATIONS:

Education/Experience:

• Must have Series 7 and 63
• Minimum 5 years financial services experience
• Bachelor’s degree a MUST, Master’s degree, CIMA and/or CFA a plus

Knowledge and Skills:

• Achievements in a financial sales environment
• Experience developing and implementing sales and marketing business plans
• Capacity to build positive and effective internal and external relationships
• Demonstrated high level of performance and results in a recent/prior and similar role
• Strong relationships with key financial advisors
• Industry and product knowledge
• Management of an assigned territory as your own business
• Ability to capture, increase and retain Assets Under Management
• Excellent written and verbal communication skills