Associate Director

About the role

WestEnd Advisors is a Victory Capital Investment Franchise based in Charlotte, NC. Founded in 2004, WestEnd has grown significantly, managing assets under management (AUM) of $26B+ across various strategies including SMAs, active ETFs, and direct indexing. WestEnd provides advisors with a disciplined, top-down investment process that translates global macroeconomic analysis into actionable decisions.

Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm headquartered in San Antonio, Texas. They offer specialized investment strategies across traditional and alternative asset classes, supported by a robust, integrated platform.

Responsibilities

• Proactively engage in outbound activities to develop sales pipeline, deepen advisor relationships, and close new business opportunities.
• Meet or exceed defined activity metrics and sales goals through virtual presentations and client meetings.
• Work with Directors (external sales) on territory management, meeting preparation, and follow-up activities.
• Collaborate with other Associate Directors (internal sales) to drive and execute sales campaigns for new growth opportunities.
• Respond to advisor inquiries with timely information on investment strategies and market positioning.

Requirements

• Bachelor's degree with at least 2 years of work-related experience, preferably in sales, brokerage, or asset management.
• Familiarity with SMA, ETF, Mutual Fund, and/or Direct Indexing strategies.
• Highly motivated and results-driven with effective sales communication skills.
• Thrives in a team environment with strong relationship-building and collaboration skills.
• Detail-oriented with effective time management, organization, and execution focus.
• FINRA Series 7 and Series 63 & 65 (or ability to obtain within 90 days).

Qualifications

• Strong understanding of financial markets and investment strategies.
• Excellent interpersonal and communication skills.
• Ability to build and maintain strong relationships with advisors.
• Experience in sales and marketing preferred.

Skills

• Effective communication and presentation skills.
• Strong organizational and time management skills.
• Ability to work independently and as part of a team.
• Knowledge of financial products and services.

Benefits

• Athletic, Dental, Vision plans.
• Flexible PTO.
• Family Medical and Disability Leaves.
• Tuition Reimbursement.
• 401(k) plan with a generous employer match.

Pay

The target base salary range for this position is $85,000 - $100,000. Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant’s skills and prior relevant experience, certain degrees, and certifications.

Schedule

Full-time position with remote work options available.