Associate Relationship Manager | Internal Wholesaler

Job Responsibilities

• Manages territory to attain both sales and revenue goals.
• Conducts consultative, relationship-building sales calls by phone with Financial Advisors.
• Develops and executes sales plan strategies with members of both external & internal Sales teams.
• Articulates investment solution strategies and discusses financial markets (domestic and international).
• Identifies sales opportunities and advisor needs, advances relationships, and introduces new concepts.
• Analyzes regional/product sales trends within partner firms and among individual financial advisors.
• Works with various departments/individuals within the organization to provide exceptional service to our Financial Advisors.
• Handles daily territory management tasks to ensure maximum business efficiency (e.g., updates and maintains CRM, provides supplemental scheduling).
• Ensures compliance with industry and legal regulations and best practices and adherence to company processes and procedures.

Competencies for Success

• Thorough understanding of the financial/capital markets, mutual funds, ETFs, group and individual retirement plan products, separately managed accounts, hedge strategies, and other investment vehicles.
• Ability to view business on a macro and micro level.
• Motivated to achieve success.
• Strong work ethic, high integrity, and strong values.
• Sound communication and interpersonal skills.
• Strong consultative sales skills – probing, listening and closing.
• Exceptional verbal and writing skills.
• Ability to learn and adapt to new technologies.
• Experience in financial services industry preferred.
• Series 7 preferred.
• Bachelor’s: Finance

Education

College degree preferred.