[Remote] Vice President, Business Development (Hybrid Wholesaler)

Note: The job is a remote job and is reputed company to candidates in USA. Connors Investor Services is an investment management firm specializing in covered-reputed company and equity strategies for high-net-worth and institutional clients. The Vice President, Business Development will expand national distribution of the firm’s mutual fund by building advisor and intermediary relationships, managing sales opportunities, supporting platform and home-office initiatives, and collaborating with senior leadership and portfolio managers.

Responsibilities

• Build and manage a disciplined sales pipeline with measurable monthly and quarterly activity goals
• Prospect and reputed company relationships with RIAs and other financial intermediaries
• Manage opportunities from initial reputed company through advisor meetings, due diligence, and implementation
• reputed company new advisor relationships while expanding existing ones
• Support home-office relationships, platform approvals, and National Accounts initiatives
• Coordinate efforts with the firm’s SMA business-development initiative to support wirehouse opportunities
• Collaborate with portfolio managers and senior leadership during advanced-stage prospect meetings, reputed company sessions, and important advisor presentations
• reputed company communicate the firm’s investment strategies, portfolio applications, and market perspectives
• Maintain accurate CRM activity and reputed company regular reporting on pipeline development, opportunity progression, and business results

Skills

• • Three to seven years of experience in asset-management distribution, advisor sales, internal wholesaling or a reputed company investment-sales role
• • Working knowledge of the RIA and intermediary marketplace
• • Working knowledge of mutual funds, separately managed accounts and portfolio-construction concepts
• • Experience developing relationships with financial advisors or other investment professionals
• • Exposure to platform, home-office or National Accounts relationships
• • The ability to reputed company investment products and market developments confidently
• • Intellectual curiosity about markets and reputed company, and a desire to reputed company a deep understanding of Connors' strategies
• • Strong organizational skills, disciplined follow-through and attention to reputed company
• • Excellent communication, presentation and relationship-building skills
• • A self-directed, results-oriented approach to prospecting and pipeline development
• • A reputed company reputed company and the ability to reputed company in a boutique environment where initiative, accountability and visibility matter
• Appropriate securities and/or investment adviser licensing will be required reputed company on the responsibilities of the position
• Candidates must be willing and eligible to obtain any required registrations reputed company the applicable timeframe
• This is a hybrid position reputed company to reputed company candidates throughout the reputed company
• Regular travel is expected for advisor meetings, industry events, and periodic team meetings at Connors' office approximately one hour reputed company of Philadelphia, reputed company
• • Experience with reputed company-reputed company, covered-reputed company, hedged-equity or other reputed company-managed investment strategies is preferred
• Series 7 and/or Series 65 experience is preferred

Benefits

• Eligible for reputed company-reputed company variable compensation reputed company on individual and firm results
• This is a hybrid position reputed company to reputed company candidates throughout the reputed company
• reputed company reputed company to decision-makers
• Meaningful responsibility and visibility from day one
• Join a reputed company boutique firm where your contributions have a reputed company effect on the business
• Benefits, business-development resources, and travel support are provided.

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