Senior Director, Intermediary Markets

Responsibilities

• Drive sales of AAM products, within a defined geographic territory, through development and expansion of business relationships.
• Leverage a deep understanding of varying RIA, FO and MFSA business models to design sales strategies around each framework.
• Produce expected sales results and territory activity levels as defined by senior leadership.
• Collaborate with sales and client service professionals, portfolio managers, research analysts, product specialists and marketing associates.
• Position and differentiate AAM products against competitor firms/products.
• Maintain a log of activities and opportunities in the Salesforce system.
• Keep abreast of continuous developments in the economy and the financial services industry.
• Manage data privacy risks and ensure compliance with company policy regarding the processing of personal and/or other sensitive data.

Requirements

• Bachelor’s degree in finance or related business field.
• Ten years of related sales experience.
• FINRA Series 7 and 63 (upon hire into this role, employee must obtain required licenses within 120 days; at the company’s discretion, employees will not be allowed to continue in role if required licenses are not obtained within 180 days).
• In-depth intermediary investment product knowledge.
• Proven results using a consultative sales process.
• Broad range of client contacts.
• Highly developed relationship management skills.
• Advanced presentation and communication skills.
• Attention to detail to document activities.
• Ability to work a high energy, collaborative and competitive environment.
• Proficiency using MS Office tools.

Hard Skills

• sales strategies
• consultative sales process
• intermediary investment product knowledge

Soft Skills

• relationship management
• presentation skills
• communication skills
• attention to detail
• collaborative environment

Certifications & Qualifications

• FINRA Series 7
• FINRA Series 63

Industry Keywords

• financial services
• data privacy
• business relationships
• territory activity
• economic developments

Tools & Technologies

• Salesforce
• MS Office