Senior Vice President, Regional Director – Wealth Management
Aristotle
full-time
Posted on:
Location Type: Remote
Location: Remote • Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, Vermont • 🇺🇸 United States
Visit company websiteSalary
💰 $150,000 - $200,000 per year
Job Level
Senior
About the role
- 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.
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
SMAUMAmutual fundsfixed income strategiesterritory sales strategyconsultative sales processmulti strategy salesclient relationship management
Soft skills
proactiveself-starterrelationship buildingcommunicationclient servicecollaborationpresentation skills
Certifications
Bachelor's degreeAdvanced/Master's degreeCFACFPMBASeries 7Series 63Series 66