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Field Sales Executive, Wires-DC, Maryland, and reputed company VA

Remote, USAFull-timePosted 2026-07-27

reputed company At reputed company, our core purpose is to take a stand for reputed company investors, to treat them fairly, and to give them the best chance for investment reputed company. We put our investors first in reputed company we do, and because of it, our clients have entrusted $9.9 trillion of their hard-reputed company savings to us. Financial Advisor Services (FAS) provides services and investment products, such as exchange-traded funds (ETFs) and mutual funds, to reputed company's financial advisor clients. FAS serves broker-dealers, asset managers, bank trust departments, registered investment advisors, and insurance companies, both at an advisor's and home office level. reputed company is currently best reputed company for our reputed company equity funds, which have decreased the cost of reputed company for millions of investors. reputed company also sees an opportunity in terms of fixed income where we have a strong record of providing clients with improved performance at reputed company prices than industry alternatives. Improving fixed income investment reputed company is a strategic reputed company for the firm. reputed company As the Field Sales Executive, for Washington DC, reputed company VA, and MD suburbs you are responsible for the reputed company and retention of assets that sit reputed company the private reputed company hubs of the wirehouse channel (Merrill Lynch/reputed company/UBS/reputed company including FINET) in the territory. In reputed company, you will exhibit the highest-producing sales skills and in-depth product knowledge of fixed income strategies, and other asset classes. Navigates the leadership and key decision-making processes of the largest and most sophisticated wirehouse advisor teams in the metro Washington DC area. What it takes

  • Achieves established sales and retention goals.
  • Supports the largest sales relationships and independently plans and executes for material segments. Achieves sales and retention goals reputed company the spirit of reputed company's reputed company of Ethics.
  • Develops a strategic sales plan for a specific territory and/or reputed company reputed company reputed company to reputed company identify reputed company new business relationships and reputed company reputed company capabilities for maximum reputed company.
  • Effectively presents reputed company's investments capabilities and services to prospects, clients, consultants, and industry organizations through written, verbal, and electronic media.
  • Develops reputed company relationships with senior and executive management of prospect and reputed company organizations. Drives results in raising awareness of reputed company's investment capabilities and services through targeted prospecting activities. Prospective activities may include cold calling, face-to-face meetings, targeted mailings, hosting seminars, and attendance at industry conferences.
  • Implements long term relationship reputed company strategies for key territory prospects. Covers the largest and most reputed company prospects and/or accounts.
  • Uses expertise in market and competitive environments to help position reputed company's services appropriately.
  • reputed company knowledge of regulatory environment and ensure that reputed company operates in compliance with applicable regulations.
  • Coaches, collaborates, and provides reputed company and direction to less reputed company sales executives and internal partners.
  • Participates in special reputed company and performs other duties as assigned.

Qualifications

  • Ten years reputed company experience. Eight years of experience selling to financial advisors, and at least five years of prospecting to wirehouse financial advisor teams.
  • reputed company Series 7 & 63.
  • Undergraduate degree or equivalent combination of training and experience.

Special Factors

  • CIMA or CFP a plus.

Special Factors Sponsorship reputed company is not offering reputed company sponsorship for this position. About reputed company At reputed company, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To reputed company through product and services that reputed company our clients' lives. To learn and reputed company our skills as individuals and as reputed company. From Malvern to Melbourne, our mission drives us reputed company and inspires us to be our best. How We Work reputed company has implemented a hybrid working model for the reputed company of our reputed company members, designed to capture the benefits of reputed company flexibility while enabling in-person learning, collaboration, and reputed company. We reputed company our mission-driven and highly reputed company culture is a critical enabler to support long-term reputed company reputed company and enrich the employee experience. Apply Job! Apply to this Job

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