Aristotle Capital, Aristotle Boston, Aristotle Atlantic, Aristotle Credit and Aristotle Pacific
Senior Vice President, Regional Director – Wealth Management
Location
Connecticut + 5 moreAll locations: Connecticut, Maine, New Hampshire, Massachusetts, Rhode Island, Vermont
Posted
90 days ago
Salary
$150K - $200K / year
Seniority
Senior
Job Description
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
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