Advisor Relations

About the role

The Advisor Relations role at Saturna Capital is responsible for generating sales of Saturna Capital–affiliated mutual funds, ETFs, and separate accounts to financial advisors, with a particular focus on RIAs in the Northeast region. This position builds new relationships, deepens existing ones, and drives asset growth by delivering exceptional service and technical product expertise.

Primary duties

• Manage an assigned territory and generate sales to meet established objectives.
• Identify advisor prospects and establish new relationships across RIA, wirehouse, and independent broker-dealer channels.
• Cultivate relationships and provide ongoing service to existing Saturna clients.
• Determine key relationships within the territory and develop plans to increase client AUM.
• Cross-sell Saturna services, including retirement plans and trust services.
• Present technical product knowledge in a clear, compelling, and innovative way to advisor audiences.
• Data-mine and maintain accurate activity records and pipelines using HubSpot.
• Adhere to company policies and industry rules and regulations related to securities and investment products.

Required Education and Experience

• Bachelor’s degree or equivalent combination of education and experience.
• FINRA SIE Exam, Series 7, and Series 66 licenses.
• Established relationships across Wirehouse, IBD, and RIA channels are strongly preferred.
• Working knowledge of Saturna products and mutual funds.
• Strong MS Word and Excel Skills; familiarity with Apple computers preferred.
• Strong portfolio analytic skills and comfort with logic-based discussions.
• Proven sales background, preferably in mutual funds, separate accounts, or other financial industry products.
• A thorough understanding of values-based and sustainable investing strategies and products.
• Willingness and ability to travel extensively, including some weekends (approximately 25–50%).
• Excellent written and verbal communication skills.
• Strong presentation and closing skills.
• Ability to work independently and manage time and priorities effectively.
• Strong work ethics and personal values consistent with Saturna’s Core Values.

Our Employee Benefits Package

• 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.

Company Information

Saturna Capital is a values-based asset manager specializing in mutual funds, ETFs, and separate accounts with a focus on sustainable and socially responsible investing. We partner with financial advisors and institutions to help investors pursue long-term, principled growth. The company is an independent, employee-owned investment advisor based in Bellingham, Washington, managing approximately $9 billion in assets for clients under management, providing investment advisory services to mutual funds, institutions, businesses, individuals, and endowments. Saturna Capital is adviser to the Amana Mutual Funds Trust, the oldest and largest family of funds in the US that follow principles of Islamic finance. Saturna Capital is also adviser to the US-based Saturna Funds. We are an Equal Opportunity Employer and a Drug-free Workplace.