Regional Sales Specialist (Asset Management)

Location: Baltimore, Maryland, United States; eligible for hybrid work with up to one day per week from home. Regular travel within the assigned sales territory is required.

Base salary: $107,000–$194,000 annually, 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

• Drive growth of model portfolios within an assigned territory and sell model portfolio solutions and services.
• Manage advisor and client relationships, resolve issues, and identify opportunities for account growth.
• Develop strategic prospects, qualify leads, build trusted-advisor relationships, and execute new business plans.
• Partner with portfolio construction, product strategy, marketing, proposal, and sales teams to deliver tailored presentations and proposals.
• Research regulatory requirements, industry trends, competitor offerings, client data, and sales performance metrics.
• Negotiate sales across a broad portfolio of products and services while aligning contract requirements with organizational standards.

Requirements

• Bachelor’s degree or equivalent combination of education and relevant experience.
• 8+ years of relevant professional experience.
• FINRA Series 7 and Series 63 licenses are required; support is provided for these requirements.
• Willingness to travel regularly within the sales territory.
• Advanced sales, service, relationship management, and territory management skills.
• Strong written and verbal communication, presentation, and public speaking skills.

Nice to have

• 5+ years of asset management sales experience.
• Experience selling model portfolios.
• Ability to work independently as a self-directed team player.

Culture & Benefits

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