Senior Associate Director leading fundraising technology and data systems for The Carter Center. Overseeing CRM platforms and enhancing fundraising operations with strategic leadership and analytics.
SF
Hybrid Regional Director – External Wholesaler
Posted 4 months ago
About the role
- Regional Director driving sales through Broker Dealer Intermediaries and Registered Investment Advisors in Southeast Florida. Collaborating with internal partners to enhance client relationships and market presence.
Responsibilities
- Primarily responsible for supporting and driving sales through Broker Dealer Intermediaries and Registered Investment Advisors in an assigned geographic territory
- Work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms
- Responsible for making in-person sales calls, partnering with internal partners and specialist teams to drive new business, retain assets and grow market share
- Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward
Requirements
- Bachelor’s Degree required
- Series 7 and 63 required
- CIMA or CFA desired
- 5 years of field sales experience, working within Financial Services Industry highly preferred
- Outstanding communication, negotiation, decision making and multi-tasking abilities
- Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities
- Ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions
- Excellent interpersonal skills that translate into a positive client 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 thrive 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
Benefits
- Comprehensive health care coverage and emotional well-being support
- Market-leading retirement
- Generous paid time off and parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment, tuition reimbursement, and learning resources
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