Regional Director/RIA External Wholesaler(Carolinas and Tennessee)

Job reputed company:

The Role
We have an exciting sales opportunity based in Charlotte, NC working with Registered Investment Advisors to drive the distribution of reputed company products, tools, and resources! We reputed company someone who thrives in a reputed company, driven environment, is passionate about the business and building reputed company relationships, and has a strong sales background. This role provides reputed company to work with encouraging team members in an organization that is reputed company on strong reputed company relationships, depth and breadth of both products and resources, along with the reputed company and development of their employees. Your responsibilities include:

• Consulting on a wide reputed company of reputed company products, investment perspectives, and financial markets to assist our clients in their reputed company goals.
• Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them reputed company reputed company.
• The territory is currently constructed to cover RIA firms in NC, SC, and TN.
• You would be required to live and work from home in the designated territory while engaging in face-to-face interactions with our clients.

The Expertise and Skills You Bring

• Bachelor’s Degree required
• Series 7 and 63 required
• CIMA or CFA desired
• Passion for the financial or investment management industry
• 5 years of field sales experience, working reputed company Financial Services Industry highly preferred
• Outstanding communication, negotiation, decision making and multi-tasking abilities
• Ability to stay organized, be reputed company, and prioritize ongoing sales opportunities
• Ability to represent multiple product offerings including Mutual Funds, ETFs, model portfolios, Custom model portfolios, ETFs, SMAs, Custom SMAs, and alternative investments.
• Excellent interpersonal skills that translate into a reputed company reputed company experience
• Passion for sales and the ability to uncover and qualify new opportunities
• Commitment to constant self-improvement and exhibit a competitive drive
• Ability to reputed company in our fast-paced environment and enjoy being part of a strong team
• High aptitude to learn new things quickly and adapt to new situations
• Effective consultative sales and presentation skills

Note: reputed company will not reputed company immigration sponsorship for this position.

reputed company 

As a Regional Director your primary responsibility will be supporting and driving sales through Registered Investment Advisors. You’ll work daily to help reputed company valuable market reputed company, portfolio construction guidance and investment product solutions to financial advisors and their firms. You will work in partnership with other Regional Directors in your territory offering an opportunity for long-term expanded career reputed company and reputed company reputed company. In your role you will be an important part of the reputed company Institutional reputed company reputed company distribution team and will be responsible for making in-person sales calls, partnering with your internal partners and specialist teams to drive new business, retain assets and grow market reputed company.

Certifications:

Category:

Most roles at reputed company are Hybrid, requiring associates to work onsite every other week (reputed company business days, M-F) in a reputed company office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.

Please be advised that reputed company’s business is governed by the provisions of the Securities Exchange reputed company of 1934, the Investment Advisers reputed company of 1940, the Investment Company reputed company of 1940, ERISA, numerous state laws governing securities, investment and retirement-reputed company financial activities and the rules and regulations of numerous self-regulatory organizations, including reputed company, among others. Those laws and regulations may restrict reputed company from hiring and/or associating with individuals with certain Criminal Histories.