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Frontier Asset Management, L.L.C.

Regional Director

Frontier Asset Management, L.L.C.

Regional Director managing sales and advisor relationships for Frontier in Denver. Focusing on developing new business and maintaining advisor connections with a strong financial services background.

Posted 5/9/2026full-timeRemote • Colorado • 🇺🇸 United StatesLead💰 $100,000 - $125,000 per yearWebsite

About the role

Key responsibilities & impact
  • Work with RSC to actively develop relationships with existing or potential advisors
  • Attend and present at B/D conferences and events
  • Efficient use of technology including Salesforce, Pardot, Seismic
  • Present strategies in-person and through webcast and other sales tools
  • Update and maintain Salesforce CRM records of meetings
  • Maintain regional budget
  • Travel required 50-75%
  • Commitment to continuing education

Requirements

What you’ll need
  • Bachelors degree REQUIRED
  • a minimum of 5 years investment wholesale experience
  • Proven industry-established sales record
  • Deep industry relationships, preferably in the IBD and RIA space
  • Strong organizational skills with the ability to manage multiple projects
  • Excellent written, oral and verbal communication
  • Strong computer skills including: SalesForce, Pardot, Microsoft Office, Zoom
  • Strong financial services knowledge
  • Series 65 and or CFP® preferred

Benefits

Comp & perks
  • 3 weeks of earned Paid Time Off
  • Paid holidays
  • Health, Dental, Vision, and Life Insurance
  • 401(k)
  • Potential additional 4% Employer Match for a total of 8%

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
SalesforcePardotSeismicMicrosoft OfficeZoominvestment wholesale experiencefinancial services knowledge
Soft Skills
organizational skillscommunicationrelationship buildingproject management
Certifications
Series 65CFP