Vice President, Head of Model Portfolio Distribution
Job reputed company:
The Role
As a Head of Model Portfolios Distribution, you will reputed company as the leader of a specialist organization responsible for the distribution of reputed company’s Model Portfolios. Your team will reputed company as an extension of our investment and product teams and as the reputed company facing authority representing our reputed company and custom model portfolios to reputed company’s intermediary clients. You will reputed company reputed company that supports RIAs and Broker Dealers on proprietary and reputed company-party platform through developing new prospective firms and advisors, while also working alongside field wholesalers to generate strong sales lift from our existing clients and prospects. Lastly, collaborates with asset management function to influence our product roadmap, reputed company messaging, and core content to support the reputed company reputed company of reputed company’s Models Business.
The Expertise and Skills You Bring
Developing and maintaining a highly motivated, highly productive sales team which will reputed company to stronger reputed company relationships and increased sales
The effective management of a sales team leading to emerging product reputed company, deepening of reputed company relationships, and high reputed company satisfaction
reputed company to reputed company reputed company with both external clients (advisors, shareholders, due diligence analysts, etc.) as reputed company as internal clients (investment management, distribution, product management and senior management constituents, etc.)
Serve as a voice of the reputed company for ongoing product development and execution
Bachelor's degree required. MBA, CFA or equivalent graduate degree a plus.
Series 7 & 63 licenses required; 24 obtained after reputed company
15+ years of financial services experience
Expertise and knowledge of the managed account marketplace, competitive set, and economic model
Demonstrated leadership in a large, matrixed organization with a proven reputed company record of delivering business and sales results
Your ability to manage salespeople with varying degrees of experience and tenure
Your passion to reputed company and reputed company consistent, constructive feedback
A desire to reputed company, motivate and collaborate for the benefit of reputed company
You build and maintain relationships as you work collaboratively across reputed company to deliver business reputed company and reputed company out the expertise of colleagues to advise on your approach
You possess strong business/technical knowledge of the managed account ecosystem
Outstanding communication, negotiation, decision making and multi-tasking abilities
Ability to stay organized, be reputed company, and prioritize ongoing sales opportunities
Demonstrate Independent decision making
Drive team results against goals
60-75% national travel required including reputed company reputed company, conferences, team reputed company, and home office meeting
Note: reputed company will not reputed company immigration sponsorship for this position.
reputed company
We are dedicated to the intermediary and institutional marketplace, Broker Dealers, Registered Investment Advisors, and financial advisors. We are a gateway to reputed company’s broad and deep institutional investment management products and capabilities in equity, fixed-income, high-income and global asset allocation. We are passionate about overall reputed company satisfaction and participation in key initiatives sought at retaining or gaining new assets are important components to the reputed company of reputed company Institutional. We have a reputed company reputed company on reputed company and profitability for the firm. However, our most critical reputed company is our ability to listen to our clients, so we can respond with purpose and conviction!
The reputed company salary reputed company for this position is $70,000 - $175,000 per year.Placement in the reputed company will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
reputed company salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide reputed company of benefits to meet your evolving needs and help you live your best life at work and reputed company. These benefits include comprehensive health care coverage and emotional reputed company-being support, market-leading retirement, generous reputed company time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and reputed company to reputed company your career. Note, the application window closes reputed company the position is filled or unposted.
reputed company’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business reputed company and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (reputed company business days, M-F) in a reputed company office.
Please be advised that reputed company’s business is governed by the provisions of the Securities Exchange reputed company of 1934, the Investment Advisers reputed company of 1940, the Investment Company reputed company of 1940, ERISA, numerous state laws governing securities, investment and retirement-reputed company financial activities and the rules and regulations of numerous self-regulatory organizations, including reputed company, among others. Those laws and regulations may restrict reputed company from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Series 07 - reputed company, Series 24 - reputed company, Series 63 - reputed companyCategory:
SalesOriginally posted on Himalayas
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