Job Title

* Develops, implements, and effectively manages territory plans to attain both sales and revenue goals. * Conducts consultative, relationship-building engagements with financial advisors. * Articulates investment solution strategies and discusses financial markets (domestic and international). * Identifies sales opportunities and advisor needs, advances relationships, and introduces new concepts. * Coordinates and collaborates with various departments/individuals within the organization to provide exceptional service to advisors. * Ensures compliance with industry and legal regulations and best practices, and adherence to company processes and procedures. * Maintains knowledge in developing trends and technologies in the industry. * Performs other duties as required. Competencies for Success: * Thorough understanding of the financial/capital markets, mutual funds, ETFs, group and individual retirement plan products, separately managed accounts, hedge strategies, and other investment vehicles. * 5+ years in Investment sales preferred. * College degree or the equivalent combination of education and experience is required. * Ability to view business on a macro and micro level. * Motivated to achieve success. * Strong work ethic, high integrity, and strong values. * Sound communication and interpersonal skills. * Strong consultative sales skills - probing, listening, and closing. * Exceptional verbal and writing skills. * Ability to learn and adapt to new technologies. *