обновлено 8 дней назад
Sales & Business Development - Regional Director (Asset Management)
155 000 - 185 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sales & Business Development - Regional Director (Asset Management): Developing client relationships and growing investment-product revenues across a designated US territory with an accent on business development, investment solutions, and relationship management. Focus on presenting investment capabilities, expanding assets under management, managing in-person territory coverage, and building long-term client pipelines.
Location: Remote in Northern California for the right candidate, or hybrid from offices in Santa Monica, Charlotte, or Austin; extensive travel across the assigned US territory is required.
Salary: $155,000–$185,000 annually, plus bonus eligibility.
Company
provides investment solutions and serves clients through asset management, investment theory, and distribution channels.
What you will do
- Manage sales activities and client relationships within a designated territory and distribution channel.
- Develop new client relationships while retaining and expanding existing accounts.
- Present investment capabilities, investment theory, and performance to clients and at industry events.
- Coordinate client service team efforts and provide sales and marketing collateral.
- Represent the brand and investment philosophy as an industry spokesperson and ambassador.
- Increase revenue, assets under management, and new-client growth through the product suite.
Requirements
- Strong knowledge of investments, capital markets, and asset allocation theory.
- Demonstrated business development, relationship-building, territory-growth, and client-management experience.
- Client-centric approach, confident communication, leadership behavior, and results-oriented mindset.
- Strong educational background and intellectual curiosity with a commitment to continued learning.
- SIE, Series 7, and Series 63/66 licenses are required; SIE and Series 7 must be obtained within the first 12 weeks of employment.
- Immigration sponsorship is not available.
Nice to have
- Experience in asset management and alignment with Dimensional’s investment philosophy.
- Entrepreneurial spirit, competitive drive, and a track record of building long-term client relationships.
- For candidates changing from another sector, a cover letter or profile explaining the move to the buy side.
Culture & Benefits
- Comprehensive benefits supporting employees, families, and career development.
- Educational initiatives and opportunities for continued learning.
- Performance recognition based on sales results, teamwork, and leadership behavior.
- Programs and special celebrations focused on company history, culture, and growth.
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