Aristotle logo
Aristotle

Aristotle Capital, Aristotle Boston, Aristotle Atlantic, Aristotle Credit and Aristotle Pacific

Senior Vice President, Regional Director – Wealth Management

DirectorDirectorFull TimeRemoteSeniorTeam 201-500H1B SponsorCompany SiteLinkedIn

Location

Connecticut + 5 moreAll locations: Connecticut, Maine, New Hampshire, Massachusetts, Rhode Island, Vermont

Posted

90 days ago

Salary

$150K - $200K / year

Seniority

Senior

Bachelor Degree7 yrs expEnglish

Job Description

• The SVP, Regional Director, Wealth Management Group, will be responsible for promoting and distributing Aristotle’s suite of investment solutions (Mutual Funds and SMAs) to financial intermediaries, primarily the Wirehouse. • This role will assist the company and its affiliates with their sales and marketing efforts within the wealth management channel. • This position will have geographic emphasis on the New England region of the US including Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island and Vermont. • Implement a territory sales and service strategy with the primary objective to increase sales of Aristotle’s investment strategies. • Coverage will be specific to broker dealers with an emphasis on Wirehouse. • Manage multi state territory with objective of maintaining a high level of client service while simultaneously growing territory assets. • Ability to discuss multiple investment solutions across different asset classes. • Engage with clients and prospects regularly through a combination of in-person meetings, virtual consultations, phone calls, and email communication to build and maintain strong, personalized relationships. • Actively seek out new business opportunities by identifying and prospecting potential clients. • Build and nurture collaborative relationships with internal teams, including assigned Internal Wholesaler and other key stakeholders at the home office. • Travel as needed to effectively raise assets.

Job Requirements

  • 7+ years of relevant financial-services industry work experience
  • Prior experience as an internal and external sales professional
  • Solid, consistent, and progressive work history
  • Existing relationships primarily within the Wirehouse – Wealth Management channels
  • Working knowledge of SMA, UMA, mutual funds
  • Previous experience selling fixed income strategies
  • Proactive phone work
  • Proven track record of success in managing multi state, multi strategy sales territory
  • Face-to-face client meetings/presentations skills and experience
  • Knowledge driven consultative sales process
  • A proactive, self-starter mentality, willing to roll up your sleeves and take action in a fast-paced, competitive environment.
  • Familiarity with Salesforce, Discovery Database
  • Bachelor’s degree from accredited college or university and strong academic background
  • Advanced/Master’s degree or professional certificate (CFA, CFP, MBA): desired
  • Series 7
  • Series 63 or 66
  • Clean U4/5

Benefits

  • Comprehensive health, dental, and vision insurance for you and your dependents
  • 401(k) with employer matching
  • Paid time off, including an annual Employee Volunteer Day
  • Life, Critical Illness, Disability, and Accidental Injury Insurance
  • Employee Assistance Program
  • Inclusive and supportive workplace culture
  • Company events and employee discount programs

Related Categories

Related Job Pages

More Director Jobs

Upwardly Global logo

Senior Director – Research, Evaluation

Upwardly Global

For immigrants and refugees. For America.

Director90 days ago
Full TimeRemoteTeam 11-50Since 2000H1B No Sponsor

Senior Director of Research & Evaluation enhancing measurement and impact at Upwardly Global

United States
$160K - $175K / year
Hiive logo

West Coast Regional Director – Wealth Management

Hiive

The marketplace for private stock. Trade unicorns online.

Director90 days ago
Full TimeRemoteTeam 51-200H1B Sponsor

West Coast Regional Director driving growth in fintech stock marketplace.

United States
$350K - $1,000K / year
Revolution Medicines logo

Senior Director, Global Medical Affairs, Lung

Revolution Medicines

Revolution Medicines is an equal opportunity employer and prohibits unlawful discrimination based on race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, disability, marital status, medical condition, and veteran status. Revolution Medicines takes protection and security of personal data very seriously and respects your right to privacy while using our website and when contacting us by email or phone. The base pay salary range for this full-time position is $244,000 — $305,000 USD.

Director91 days ago
Full TimeRemoteTeam 548Since 2014

Reporting to the Lung Cancer Medical Affairs Strategy Lead, the Senior Director, Global Medical Affairs, will be responsible for developing and executing the Global Medical Affairs (GMA) strategy and tactical plans with a focus on launch readiness and life cycle management for an...

United States
$232K - $290K / year
Full TimeRemoteTeam 5,001-10,000H1B Sponsor

Director role focused on global medical community relations in immunology.

United States
$194K - $267K / year