Future Standard

Director

• Build consultative relationships in the RIAs market and grow market share with top financial advisors and key centers of influence in the RIA channel for FS Investments. • Develop and implement a fundraising plan for the RIA market, utilizing fully the FS Investments business plan template. • Become the product specialist for investments offered to the RIA client base. • Work closely with internal resources to implement territory plan, prospect and maintain existing firm relationships. • Fully leverage the firm’s CRM platform, including logging all contact data and client profile information, as well as creating reports to analyze sales data. • Master the firm’s investment messaging. • Be a student of the markets and effectively add value to advisor consultations through a holistic view of their business. • Represent the firm at regional and national conferences. • Consistently improve and develop product knowledge, sales skills and efficiencies through active involvement in company training, education and professional development programs. • Study and learn the firm’s language and sales process, to deliver a consistent experience for clientele of the Broker and its Affiliates. • Effectively leverage senior executives in the sales process in territory management. • Work closely with the Broker’s National Accounts group to identify and execute on specific firm and advisor initiatives. • Fully adhere to and reinforce standards of Future Standard Code of Conduct.

VP, RIA Regional Director – Midwest