Regional Manager

Saturna Capital

Regional Manager generating mutual-fund sales among the American Muslim Community for Saturna Capital’s Islamic-finance investment business. Managing DFW relationships, client AUM growth, financial planning, and regional travel.

Posted 8/22/2026full-timeRemote • Texas • 🇺🇸 United StatesMid-LevelSenior💰 $75,000 - $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in sales of mutual funds and financial planning, with a strong focus on values-based and sustainable investing strategies. Proficient in leveraging CRM tools like HubSpot to enhance client relationships and drive sales growth.

Highest-signal resume keywords

Sales Background In Mutual FundsFINRA SIE Exam, Series 7 And 66 LicensesFinancial PlanningExcellent Presentation SkillsWorking Knowledge Of Arabic And/Or Urdu

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Of Mutual FundsFinancial PlanningValues-Based InvestingSustainable Investing StrategiesCross-Selling Financial ServicesClient AUM ManagementTechnical Product KnowledgeCRM Insights Through HubSpot

Soft Skills

Excellent Written Communication SkillsExcellent Verbal Communication SkillsClosing Skills

Certifications & Qualifications

FINRA SIE ExamSeries 7 LicenseSeries 66 License

Industry Keywords

American Muslim CommunitySecurities RegulationsInvestment ProductsRetirement PlansTrust Services

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Sales background required in mutual funds, separate accounts, or other financial industry products
Thorough understanding of values-based and sustainable investing strategies and products
FINRA SIE Exam, Series 7 and 66 licenses; existing holder of licenses or pass within six months of employment
Must be available for extensive travel and weekend work
Excellent written and verbal communication skills
Excellent presentation skills and closing skills
Bachelor's degree in finance or other related field
Working knowledge of or ability to speak Arabic and/or Urdu

Benefits

Comp & perks

100% company-paid medical premium for employees
High-deductible plan offers full family coverage at no cost to employee
Health Savings Account with employer contribution
Employee Assistance Program
Regular Wellness activities
Supplemental insurance such as Long-Term Disability, Voluntary Life, Critical Illness
401k with generous match
Profit sharing and annual performance bonuses
11 personal and 10 vacation paid days off after first year of service
10 paid holidays (per NYSE holiday schedule)
Paid Parental and Bereavement leaves
Up to $2,000 per month in childcare/tuition assistance
Adult continuing education and professional development assistance
Home-buyer assistance program
Remote position
Travel required