Job Description
📋 Description Drive territory growth by building client relationships and increasing assets under management. Develop and execute territory strategies to attract new business and retain clients. Build partnerships with broker/dealer communities and key industry stakeholders. Provide consultative investment guidance aligned with client objectives. Position investment capabilities to support client growth and market share. Represent the organization at industry events and client meetings. 🎯 Requirements 8–12 years of related sales experience in asset management/financial services. Active Series 7 and Series 63 licenses required. Strong understanding of investment strategies, market dynamics, and macro factors. Experience with financial advisors, broker/dealer channels, private wealth, or institutional Knowledge of SMAs, ETFs, alternatives, and customized portfolios. Proven ability to identify opportunities, plan strategically, and drive growth. 🎁 Benefits Competitive base compensation of approximately $125,000 USD plus discretionary bonus. Comprehensive total rewards including benefits, retirement, and stock opportunities. Health coverage, 401(k) with company match, and investment product opportunities. Paid time off and professional development support. Flexible remote work options and global career growth opportunities.
