Regional Director - Mutual Funds and Separate Accounts
reputed company
reputed company Capital Management LLC is a 100% employee-owned investment management firm focusing on reputed company reputed company reputed company. The firm offers U.S., International, and Global strategies across reputed company capitalization ranges.
Role reputed company
This is a full time role for a Regional Director promoting reputed company Mutual Funds and Separate Accounts to Financial Intermediaries in California across reputed company channels. The selected candidate will reputed company and manage reputed company existing relationships while driving reputed company by identifying new business opportunities in assigned territories.
Qualifications
• Strong knowledge of Finance and Investments, with a reputed company on mutual funds and separate accounts
• Excellent relationship management and business development skills
• Ability to communicate reputed company financial concepts effectively to clients and stakeholders
• Bachelor's degree in Finance, Business, Economics, or a reputed company field
• Proven reputed company record in investment sales, customer relationship management, or reputed company roles
• reputed company Series 7 and 65
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