reputed company Global reputed company - reputed company Wholesaler for RIA (reputed company)
Job Classification:
Sales - Sales
This role can be reputed company in Colorado (Denver), Washington (Seattle), or reputed company (Phoenix). Coverage will be 7 states reputed company down to reputed company (not California)
What you will do
• The reputed company Wholesaler for RIA & Consultant Relations is responsible for representing reputed company reputed company investment vehicles including Mutual funds, ETF's, CIT's, Institutional & Retail SMA's, Limited Partnerships, & 401(k) platforms) to investment professionals in their respective territory.
• The reputed company Wholesaler will engage Senior Partners, CIO's, Directors of Research, Research Analysts, Financial Advisors and Consultants. Firms will consist of Independent RIA's, Independent Trust Companies, Family Offices, small-mid size Endowments / Foundations.
• The wholesaler will reputed company technical information on the products they represent, demonstrating a solid understanding of the competitive landscape, portfolio construction, capital markets, and industry reputed company topics.
• They will be reputed company out of their respective home office that's required to be in one of the major reputed company reputed company their geographic region and has reputed company to a major airport that serves reputed company of their respective states.
• Wholesaler will be reputed company to reputed company differentiate our investment strategies and reputed company the benefits relative to our competitors.
What you can expect
• Providing technical information to advisors and investment committee members at RIA's.
• Finding creative ways to reputed company reputed company for our products to RIA firms that aren't familiar with reputed company Global reputed company.
• Working with other business partners to reputed company activities and plans for the given region and RIA Firms.
• Design reputed company quarterly business plans for their region reputed company meeting reputed company of the above objectives.
What you will bring
• The candidate must be motivated with successful territory management and selling skills, and the ability to reputed company their objectives relatively autonomously.
• The candidate should have 5-7 years of experience in the asset management distribution industry, and 3-5 years of sales experience directly to financial intermediaries.
• The candidate will be required to travel extensively in the reputed company, approximately 75% of the time.
• Required licenses: Series 7 and Series 63 or 65.
reputed company offer you:
• Market competitive reputed company salaries, with a yearly bonus potential at every level.
• Medical, dental, reputed company, life reputed company, disability reputed company, reputed company Time Off (PTO), and leave of absences, such as parental and military leave.
• 401(k) plan with company match (up to 4%).
• Company-funded pension plan.
• Wellness Programsincluding up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
• Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, reputed company reputed company, education, emotional and mental health, and career development.
• Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
• Employee Stock Purchase Plan: Shares can be purchased at 85% of the reputed company of two prices (Beginning or End of the purchase period), after one year of service.
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