Managing Director leading the NFTC Foundation’s initiatives on U.S. global economic leadership. Driving campaigns, managing resources, and collaborating with stakeholders in policy and trade affairs.
About the role
- Market Director managing key client relationships in the Bank Private Wealth market across Southeast. Driving market share and retention for clients with $750M+ AUM in partnership with internal sales executive.
Responsibilities
- Responsible for the Southeast territory inclusive of key states such as Florida, Georgia, North Carolina, and Texas
- Responsible for territory strategy and management, pipeline development, and day-to-day execution across a dedicated book of clients and prospects
- Drive market share and net cash flow by executing custom sales strategies tailored to the unique needs of professional buyers
- Generates and deepens relationships with Bank Private Wealth investment professionals managing $750M+ in AUM
- Develops and executes a strategic sales plan focused on depth over breadth, enabling stronger retention, loyalty, and asset growth
Requirements
- Minimum ten years related experience
- At least 3 years of experience selling to banks preferred
- Undergraduate degree or equivalent combination of training and experience
- FINRA Series 7 & 63 required
- Deep knowledge of fixed income markets and fixed income investment landscape preferred
- CFA or similar investment credentials preferred
Benefits
- Hybrid working model designed to capture flexibility while enabling in-person learning, collaboration, and connection
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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