Regional Vice President – Mutual Funds, External Wholesaler
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Job Description
Regional Vice President managing mutual funds sales, developing relationships with advisors across TX, OK, AR, LA, and MS. Responsible for territory management and sales performance.
Responsibilities:
- Assess and identify the needs of advisor clients in order to promote new products.
- Develop new producers while retaining existing producers to grow market share.
- Educate and train advisors on 1290 Funds and models.
- Develop new relationships.
- Responsible for territory management.
- Utilize internal sales desk to assist in managing territory.
- Work with and train Internal Wholesaler to work collaboratively with RVP.
- Use Salesforce (CRM) to log activity, maintain pipeline, and analyze opportunities.
- Candidate must be able to identify, create and implement investment sales opportunities to attain stated sales goals.
- Candidate will be responsible for communication with National Sales Manager on an ongoing basis.
- Managing a budget and timely expense reporting.
Requirements:
- Bachelor's degree required.
- FINRA 6 and 63 OR 7 required.
- CIMA, CFA a plus
- Knowledge of Mutual Funds and Investment products - previous direct sales experience required.
- Demonstrated communication/interpersonal skills
- Proven computer, mobile device and organizational skills.
- Willingness to travel 75%.
- Must be located within the territory.
Benefits:
- medical
- dental
- vision
- a 401(k) plan
- paid time off
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