Helping founders raise money and make it last.

VP, RIA Regional Director – Midwest

DirectorDirectorFull TimeRemoteTeam 1-10Since 2019H1B No SponsorCompany Site LinkedIn

Location

United States

Posted

45 days ago

Salary

Not specified

Bachelor Degree7 yrs expEnglishSFDC

Job Description

• Build consultative relationships in the RIAs market and grow market share with top financial advisors and key centers of influence in the RIA channel for FS Investments. • Develop and implement a fundraising plan for the RIA market, utilizing fully the FS Investments business plan template. • Become the product specialist for investments offered to the RIA client base. • Work closely with internal resources to implement territory plan, prospect and maintain existing firm relationships. • Fully leverage the firm’s CRM platform, including logging all contact data and client profile information, as well as creating reports to analyze sales data. • Master the firm’s investment messaging. • Be a student of the markets and effectively add value to advisor consultations through a holistic view of their business. • Represent the firm at regional and national conferences. • Consistently improve and develop product knowledge, sales skills and efficiencies through active involvement in company training, education and professional development programs. • Study and learn the firm’s language and sales process, to deliver a consistent experience for clientele of the Broker and its Affiliates. • Effectively leverage senior executives in the sales process in territory management. • Work closely with the Broker’s National Accounts group to identify and execute on specific firm and advisor initiatives. • Fully adhere to and reinforce standards of Future Standard Code of Conduct.

Job Requirements

7+ years’ of experience of RIA sales experience related to the role.
Bachelor’s degree in business, finance, or economics preferred.
FINRA Series 7 license required.
Established relationships at focus firms within territory.
Experience using CRM systems (Salesforce.com) and established proficiencies in Microsoft Office Suite.
Ability to excel individually when limited resources are available.
In depth investment management and general market knowledge.
Strong business acumen and demonstrated proficiency in general business disciplines and software applications.
Strong working knowledge of regulatory (FINRA, SEC, etc.) rules.
Strong verbal/written communication skills and presentation skills.
Ability to synthesize and present complex information in a way that facilitates understanding.
Strong organizational skills and the ability to manage multiple competing projects with finite resources.
High standards for accuracy and work quality.
Ability to operate and manage comfortably and effectively in a fast-paced, competitive environment.
Effective conflict management skills.
Ability to identify and lead process improvement while operating within established guidelines.
Ability to use seasoned judgment by applying broad knowledge and experience when addressing complex issues.