6 часов назад
Senior Market Leader, External Wholesaler, Mid-Atlantic/Washington DC
130 530 - 221 920$
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Описание вакансии
Текст:
TL;DR
Senior Market Leader, External Wholesaler, Mid-Atlantic/Washington DC (Financial Intermediary Sales): Building and expanding financial intermediary relationships for ETFs, mutual funds, SMAs, direct indexing, and alternative investment solutions with an accent on regional sales leadership, advisor engagement, and territory management. Focus on developing new business, delivering investment presentations, coordinating regional events, and leading market team execution across the Mid-Atlantic region.
Location: Washington, D.C.; candidates must reside in the major metro area or region and be able to travel extensively.
Salary: $130,530–$221,920 USD annual base pay, plus a discretionary bonus that may include equity.
Company
Fortune 500 financial institution providing asset management, investment, and financial services to sophisticated individuals, families, institutions, and financial intermediaries.
What you will do
- Represent Asset Management across the Mid-Atlantic intermediary market.
- Develop, cultivate, and manage new and existing relationships with RIAs, wirehouses, broker/dealers, advisory firms, and investment platforms.
- Drive adoption and sales of ETFs, mutual funds, SMAs, direct indexing, multi-asset solutions, and alternative investments.
- Deliver sales presentations, seminars, and consulting meetings for professional financial advisors and centers of influence.
- Identify implementation opportunities, marketing needs, and client feedback to support product adoption.
- Lead the regional team, coordinate events and conferences, manage the territory budget, and report activity through Salesforce.
Requirements
- BA/BS degree required.
- NASD Series 7, 63, and 65 licenses required; clean U-4 required.
- At least 5 years of external intermediary sales and territory management experience with an established ETF, mutual fund, or SMA distributor.
- Established client relationships within the relevant market center and proven ability to sell in person and by phone.
- Strong understanding of competitive analytics, technology adoption, financial advisor relationship development, and sales generation.
- Residence in the major metro area or region and extensive, consistent travel are required.
Nice to have
- MBA, CIMA, CFP, or CFA certification.
Culture & Benefits
- Flexible and collaborative work culture focused on partnership, innovation, and execution.
- Retirement benefits, including 401(k) and pension.
- Medical, dental, vision, spending accounts, disability, life, and accident insurance.
- Paid time off, parental and caregiver leave, and additional well-being benefits.
- Discretionary bonus program that may include an equity component.
- Opportunities for internal mobility, accessible senior leadership, and community-focused work.
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