Regional Manager
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Job Description
Regional Manager generating mutual-fund sales among the American Muslim Community for Saturna Capital’s Islamic-finance investment business. Managing DFW relationships, client AUM growth, financial planning, and regional travel.
Responsibilities:
- Support the Sales team in the Dallas-Fort Worth Metro Area
- Generate sales of Saturna Capital-affiliated mutual funds by marketing to the American Muslim Community
- Provide financial planning
- Offer separate accounts
- Manage territory and generate sales to meet objectives
- Determine key relationships and develop a plan to increase client AUM
- Cross-sell Saturna services including retirement plans and trust services
- Attend multiple weekend conferences throughout the year
- Present technical product knowledge in an innovative way
- Leverage CRM insights through HubSpot
- Follow company policies regarding industry rules and regulations for securities and investment products
Requirements:
- Sales background required in mutual funds, separate accounts, or other financial industry products
- Thorough understanding of values-based and sustainable investing strategies and products
- FINRA SIE Exam, Series 7 and 66 licenses; existing holder of licenses or pass within six months of employment
- Must be available for extensive travel and weekend work
- Excellent written and verbal communication skills
- Excellent presentation skills and closing skills
- Bachelor's degree in finance or other related field
- Working knowledge of or ability to speak Arabic and/or Urdu
Benefits:
- 100% company-paid medical premium for employees
- High-deductible plan offers full family coverage at no cost to employee
- Health Savings Account with employer contribution
- Employee Assistance Program
- Regular Wellness activities
- Supplemental insurance such as Long-Term Disability, Voluntary Life, Critical Illness
- 401k with generous match
- Profit sharing and annual performance bonuses
- 11 personal and 10 vacation paid days off after first year of service
- 10 paid holidays (per NYSE holiday schedule)
- Paid Parental and Bereavement leaves
- Up to $2,000 per month in childcare/tuition assistance
- Adult continuing education and professional development assistance
- Home-buyer assistance program
- Remote position
- Travel required
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