Aristotle
Aristotle Capital, Aristotle Boston, Aristotle Atlantic, Aristotle Credit and Aristotle Pacific
Senior Vice President, Regional Director – RIA
Location
Illinois + 10 moreAll locations: Illinois, Iowa, Kansas, Nebraska, North Dakota, Ohio, Michigan, Minnesota, Missouri, South Dakota, Wisconsin
Posted
98 days ago
Salary
$150K - $200K / year
Bachelor Degree10 yrs expEnglish
Job Description
• Assist the Company and its affiliates with their sales and marketing efforts within the RIA and Bank channels.
• Implement a territory sales and service strategy with the primary objective to increase sales of Aristotle’s investment strategies.
• Coverage will be specific to RIAs and Banks Trust.
• 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.
• Travel as needed to effectively raise assets.
Job Requirements
- 10+ years of relevant financial-services industry work experience: required
- 5+ years of relevant financial-services industry sales and marketing experience: required
- Prior experience as an internal and external sales professional: required
- Solid, consistent, and progressive work history: required
- Bachelor’s degree from accredited college or university and strong academic background: required
- Advanced/Master’s degree or professional certificate (CFA, CFP, MBA): desired
- Series 6 or 7: required
- Series 63 or 66: required
- Clean U4/5: required
- Existing relationships within the RIA and Bank Trust channels: highly desired
- Working knowledge of SMA, UMA, mutual funds: required
- Proactive phone work: required
- Proven track record of success in managing multi state, multi strategy sales territory: required
- Face-to-face client meetings/presentations skills and experience: required
- Knowledge driven consultative sales process: required
- Familiarity with Salesforce, Discovery Database: desired
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
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