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    Portfolio Advisor, US Wealth - San Francisco, United States - 10500 WMC Wellington Management Company LLP

    10500 WMC Wellington Management Company LLP
    10500 WMC Wellington Management Company LLP San Francisco, United States

    2 weeks ago

    Default job background
    Full time
    Description
    About the Role

    THE POSITION
    We are seeking a talented, driven individual to fill a Portfolio Advisor, Wealth position. The candidate will be responsible for generating investment sales to financial advisors at wire-houses, independent and national/regional broker dealers.

    The primary focus will be marketing Wellington's expanding platform of alternatives including multi-strategy and macro hedge funds, private and evergreen private equity & credit strategies and select long only approaches.

    The successful candidate will have a keen understanding of the wealth management sales process and the ability to develop and capitalize on advisor relationships.

    The candidate will be highly proactive, creative, entrepreneurial, team oriented, and collaborative. They will have full territory ownership and be responsible for generating alternative asset flows in their region.

    They will travel extensively in the region to engage with local financial advisors and participate in national and regional focused meetings.

    We are looking for his individual to be based out of the Western US region.

    QUALIFICATIONS

    • Bachelors degree
    • 10+ years of demonstrated success in external sales/engagement with financial advisors
    • Proven background in asset management and, ideally, alternative investments
    • Expertise in managing a large territory including optimizing time allocation to maximize sales
    • Excellent communication & presentation skills with an ability to influence others
    • Strong ability to easily establish and maintain relationships
    • Ability and desire to learn
    • Series 6 & 63 Series 7
    • Proficient in Salesforce, Excel, and Outlook
    • CFA or CAIA additive but not required
    #LI-CF1
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