Saturna Capital

Manager

• Support the Sales team in the Dallas-Fort Worth Metro Area
• Generate sales of Saturna Capital-affiliated mutual funds by marketing to the American Muslim Community
• Provide financial planning
• Offer separate accounts
• Manage territory and generate sales to meet objectives
• Determine key relationships and develop a plan to increase client AUM
• Cross-sell Saturna services including retirement plans and trust services
• Attend multiple weekend conferences throughout the year
• Present technical product knowledge in an innovative way
• Leverage CRM insights through HubSpot
• Follow company policies regarding industry rules and regulations for securities and investment products

Regional Manager