External Wholesaler - Regional Vice President
Posted on Jan 18, 2019 by Advisors Asset Management
The Advisors Asset Management Regional Vice President develops strategies and business plans to win new client relationships while retaining and growing existing relationships. This individual has responsibility for the assigned geographic territory and is accountable for new account openings, account retention, revenue growth and achievement of Firm objectives. Product concentration will be Separately Managed Accounts (SMA), Open-end Mutual Funds, and UITs.. External Territory: Pacific Northwest. Work collaboratively with Internal Sales Consultant to maximize territory sales efforts and attain sales goals. Analyzes market place and develops target lists for potential client's in assigned region and prioritize according to potential. Partner with Internal Sales Consultant to build and manage relationships within territory; which includes, generation of leads, customer service and efficient follow up while fostering a positive image of AAM. Collaboration with other sales departments within various product areas to provide clients with product accessibility while allowing AAM to capitalize on all available sales opportunities. Develop and implement sales plan that aligns with division sales plan and allows for the meeting of goals and objectives of clients, territory and Firm. Profile clients to obtain information that will assist the client in reaching stated objectives. Maintain heavy travel schedule within territory to conduct client meetings and presentations. Attend industry conferences and regional events to generate additional interest in AAMs products. Maintain current knowledge of all markets and AAM analytics and market commentaries. Representing AAM and our products to advisors knowledgeably and effectively so that advisors can clearly identify the benefits of the products relative to its competitors. Provide exceptional customer service and financial services advice consistent with the client objectives. Enters and maintains data in contact management system to properly track all sales efforts, client contacts and any other necessary information. Perform other job-related duties as assigned. EDUCATION and/or EXPERIENCE:. 5- 9 years of experience in the financial services industry. Required Education: Bachelor's Degree or equivalent experience. Required Certifications: FINRA Series 7 & 66. QUALIFICATIONS:. Driven and goal-oriented, focused on success. Self-Motivated; passion for industry. In depth knowledge of Mutual Funds and Separately Managed Accounts and UITs. Demonstrated abilities in time management; including, managing multiple projects and meeting strict deadlines. Excellent communication and group presentation skills. Mathematical aptitude and skills. Strong interpersonal skills, ability to communicate at all levels of the organization and with individuals at remote locations. Proven experience working collaboratively, improving productivity, and implementing ideas. Experience with Microsoft Office Suite (Word, Excel, Outlook, Power Point), Internet and contact management systems. At AAM, our employees enjoy a great benefits package including comprehensive medical, dental and vision, Health Reimbursement Account, Life Insurance, 401K, and Paid Time Off.. For more than 35 years, AAM has been a trusted resource for financial advisors and broker/dealers. We offer access to UITs, open- and closed-end mutual funds, separately managed accounts (SMAs), structured products and the fixed income markets, as well as portfolio analytics. AAM is a SEC registered investment advisor and member FINRA/SIPC.. As of June 30, 2018, the brokerage and advised business at AAM represents approximately $24.4 billion in assets. (Assets under supervision represent $7.3 billion in UIT assets. The firm has $15.7 billion in assets under administration that represents the non-proprietary assets for which AAM provides various levels of service, but not management. The firm's $1.4 billion in assets under management represents AAM's proprietary separately managed account and mutual fund assets.). AAM is a broker/dealer, member FINRA/SIPC and SEC registered investment advisor. For more information, visit .. Advisors Asset Management is an Equal Opportunity Employer and a participant in E-Verify.. Glassdoor has millions of jobs plus salary information, company reviews, and interview questions from people on the inside making it easy to find a job that's right for you.