Senior Director, Intermediary Markets

Aegon Asset Management

Senior Director responsible for driving product sales at Aegon Asset Management. Establishing and maintaining business relationships with RIAs, family offices, and mutual fund sub advisors.

Posted 6/12/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $142,000 - $150,000 per yearWebsite

About the role

Key responsibilities & impact

Drive sales of AAM products, within a defined geographic territory, through development and expansion of business relationships.
Leverage a deep understanding of varying RIA, FO and MFSA business models to design sales strategies around each framework.
Produce expected sales results and territory activity levels as defined by senior leadership.
Collaborate with sales and client service professionals, portfolio managers, research analysts, product specialists and marketing associates.
Position and differentiate AAM products against competitor firms/products.
Maintain a log of activities and opportunities in the Salesforce system.
Keep abreast of continuous developments in the economy and the financial services industry.
Manage data privacy risks and ensure compliance with company policy regarding the processing of personal and/or other sensitive data.

Requirements

What you’ll need

Bachelor’s degree in finance or related business field.
Ten years of related sales experience.
FINRA Series 7 and 63 (upon hire into this role, employee must obtain required licenses within 120 days; at the company’s discretion, employees will not be allowed to continue in role if required licenses are not obtained within 180 days).
In-depth intermediary investment product knowledge.
Proven results using a consultative sales process.
Broad range of client contacts.
Highly developed relationship management skills.
Advanced presentation and communication skills.
Attention to detail to document activities.
Ability to work a high energy, collaborative and competitive environment.
Proficiency using MS Office tools.

Benefits

Comp & perks

Competitive Pay
Bonus for Eligible Employees
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays)
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child
Adoption Assistance
Employee Assistance Program
College Coach Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

sales strategiesconsultative sales processintermediary investment product knowledge

Soft Skills

relationship managementpresentation skillscommunication skillsattention to detailcollaborative environment

Certifications

FINRA Series 7FINRA Series 63