Summary
Seeking a Regional Director (RIA) for the North East Territory!
Company Information:
Alternative Asset Manager
Job Description:
- Develop and execute a regional sales strategy consistent with the National sales goals with accountability for the overall performance of the region.
- Maintain and cultivate existing RIA relationships and aggressively expand new RIA relationships across the region.
- Implement territory business plans, generate leads, and actively seek new business opportunities within the RIA channel.
- Effectively manage the assigned territory, including tracking sales performance, identifying trends, and implementing strategies to improve results.
- Convey deep technical knowledge of the firm’s investment strategies and fund vehicles.
- Work effectively in a collaborative team environment by maintaining open communication with internal teams and external partners, providing timely updates and solutions to challenges.
Requirements / Qualifications:
• Bachelor’s degree, or foreign equivalent, in Economics, Finance, or related field.
• Minimum of 10 years of experience wholesaling with significant relationships with RIAs.
• Proven track record of successfully selling various alternative investment strategies across various fund wrappers
• Excellent written and verbal communication skills. Clearly and concisely explain complex concepts and articulate the rationale for decisions.
• High degree of self-motivation and professionalism, with a confident, assertive style and tenacity to deliver results.
• Desire to work in a team environment possessing strong interpersonal and relationship-building skills.
• Effectively partner with regional consultants (internal wholesalers) – including development and oversight.
• Strong ability to influence both internal and external stakeholders.
• Excellent relationship building and conflict resolution skills.
• Series 7 and 63 licensed.
• Additional credentials preferred (CIMA, CAIA, CFA, etc.)
