Manager, Model Portfolio Sales (Asset Management)

Location: Colorado Springs, Colorado; hybrid work with up to one day per week from home. Candidates must be based in or willing to work from the Colorado Springs office.

Base salary: $168,000–$304,000 per year, depending on location, experience, and skills. Discretionary bonus eligibility may apply.

Company

Global asset management organization providing equity, fixed income, multi-asset, and Model Portfolio investment solutions to individuals, advisors, institutions, and retirement plan sponsors.

What you will do

• Lead, coach, and develop a specialized Model Portfolio sales team.
• Set sales strategy and performance expectations, monitor pipeline activity, analyze results, and address business opportunities.
• Build senior-level relationships with advisors, platforms, strategic prospects, and industry partners.
• Coach complex sales opportunities involving prospecting, consultative selling, presentations, negotiations, and closing.
• Partner with Portfolio Construction, Investments, Product Strategy, Marketing, and distribution teams to support client growth.
• Develop strategic engagement plans, sales messaging, campaigns, and resources to expand Model Portfolio adoption.

Requirements

• Bachelor’s degree or equivalent combination of education and relevant experience.
• 10+ years of relevant experience, including significant experience in asset management, wealth management, or related financial services.
• Must be based in or willing to work from the Colorado Springs office.
• FINRA Series 7 and Series 66, or Series 63 and 65, are required.
• Ability to travel regularly and support on-site industry events, team engagements, and field-based initiatives.
• Strong sales, relationship management, business planning, coaching, presentation, and stakeholder-influence skills.

Nice to have

• 3+ years of people-management or sales leadership experience.
• Series 24 or willingness to obtain it within six months of hire.
• Direct experience with Model Portfolios, managed accounts, wealth management solutions, or related investment products.
• Experience leading sales organizations through significant growth and change.

Culture & Benefits

• Hybrid work schedule with up to one day per week from home.
• Annual bonus eligibility and competitive compensation.
• Retirement plan, health and wellness benefits, and online therapy resources.
• Paid time off for vacation, illness, medical appointments, and volunteering.
• Family care resources, including fertility and adoption benefits.
• Collaborative and inclusive work environment with career development resources.

Hiring process

• FINRA licensing requirements will be supported for the role.