- Leads sales initiatives, identifies client needs and coordinates efforts to serve assigned territory
- Follows up on client contacts, calling on existing and potential clients
- Provides clients with investment performance updates as well as general client servicing
- Makes presentations to existing and prospective shareholder/clients
- Identifies assigned intermediaries, including independent broker-dealers, regional broker-dealers, RIAs and wire houses
- Leads initiatives with intermediaries in defined territory
- Strong sales skills and product knowledge
- Prepares presentations
- Conducts client meetings
- Bachelor's degree, preferably in investment management, finance, business, or related field
- Two to five years or more years of experience in investment management or related business
- In-depth understanding of the industry, financial concepts, product knowledge, investment management and client-service strategies
- Excellent interpersonal, presentation, oral and written communication skills
- Strong planning, organization, analytical and technical skills
- Ability to handle multiple responsibilities concurrently and work independently to perform a variety of tasks with accuracy and attention to detail
- Ability to self-manage workload volumes to achieve or exceed goals and changing priorities in a team environment
- Significant travel (e.g., typically up to 50% of the time)
- NASD License Series 7 and 63 required
- CIMA preferred
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Regional VP, Southern California Region Sales - Santa Ana, United States - Resolute Investment Managers
Description
Job Description
Job DescriptionResolute Investment Managers, Inc.Regional VP, Southern California Region SalesResolute Investment Managers, Inc. ("Resolute") is a diversified, multi-affiliate asset management platform that partners with affiliated and independent investment managers. The clients of Resolute and our affiliates include corporate defined benefit plans, institutions and individual investors. We trace our history to 1986 when an affiliate, American Beacon Advisors, Inc. (formerly AMR Investment Services, Inc.), began providing investment management services as an independently operated entity. Since 1987, American Beacon Advisors has managed the American Beacon Funds family of mutual funds. Over the years, American Beacon has built a reputation for innovative thinking, discipline and prudent investing, which has led to several prestigious awards for its pension management, cash management and mutual fund investment services. Today, Resolute is a privately held organization owned by a consortium of investment funds affiliated with leading financial institutions. In December 2023, Resolute Investment Managers was named one of the Best Places to Work in Money Management by Pensions & Investments for the fifth consecutive year. Learn more about our company by visiting
Candidate must be located in Southern California
Base Salary $100k/yr + variable commission
Job Description:
Accountable for proactively marketing and sales of the investment services provided by Resolute in the Southern California Region covering all distribution channels (Southern CA & HI)
Key Responsibilities
Requirements
#LI-Remote
Job Posted by ApplicantPro
