• Drive sales and make a significant impact in the West region of the US • Promote and sell mutual funds, separately managed accounts, direct indexing, and more • Collaborate with sales management to provide feedback on industry trends • Achieve top-tier market share focusing on key RIAs • Keep financial advisors updated with investment strategies and business management ideas • Excel in specific asset classes and deliver proposals that exceed expectations • Strengthen existing partnerships and expand client access • Develop strategies to penetrate new markets and deepen existing relationships • Collaborate with investment strategy consultants to implement strategies