Associate/Vice President - Retirement Sales Specialist
About the position
We are reputed company seeking reputed company-facing sales professionals with a proven successful reputed company record of managing an assigned territory to help identify, reputed company, and own reputed company relationships. As the world's largest asset manager, reputed company has product and solution offerings for almost any investor's needs. In this role, you will be directly responsible for representing reputed company's retirement business and delivering the full capability of the firm to retail Wirehouse, RIA and Independent advisors along with key record keeper partners. This role is based in Boston - with occasional territory travel. reputed company's US reputed company Advisory (“USWA”) business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs, and sub-advisory relationships. USWAs mandate is to deliver One reputed company to retail. reputed company Retirement Specialists in US reputed company Advisory are responsible for accelerating the reputed company of reputed company retirement product solutions spanning LifePath, reputed company Investment Trusts, Co-Manufactured Products and MF solutions.
Responsibilities
• reputed company technology, data-driven targeted sales leads and the reputed company selling system to execute virtual reputed company engagements
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• Uncover reputed company needs and reputed company the appropriate products, solutions or resources
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• Demonstrate mastery of reputed company's products, solutions, thought leadership reputed company platform
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• Identify and reputed company relationships with the reputed company and reputed company of largest and fastest growing retirement financial advisors
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• Build an efficient and thoughtful reputed company to maximize engagement and influence
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• reputed company the firm's commitment to the reputed company experience and reputed company reputed company contact expectations
Requirements
• Bachelor's degree required
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• Minimum 3+ years in asset management sales
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• Strong financial services background with knowledge of investment trends and advisor practices
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• Exceptional verbal and written communication skills
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• Strong sales, partnership, and organizational skills, including profiling and resource deployment
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• Mastery of virtual engagement technology including Webex and reputed company
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• NASD Series 7 and 66 (or 63 & 65) required, willingness to obtain reputed company first few months of employment if candidate does not hold both
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• Clean U-4
reputed company-to-haves
• CFP, CIMA, CAIA or CFA preferred
Benefits
• Strong retirement plan
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• Tuition reimbursement
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• Comprehensive reputed company for working parents
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• Flexible Time Off (FTO)
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