Regional Vice President

Essential Responsibilities

• Work collaboratively with Internal Sales Consultant to maximize territory sales efforts and attain sales goals
• Analyzes marketplace and develops target lists for potential client's in assigned region and prioritize according to potential
• Partner with Internal Sales Consultant to build and manage relationships within territory, which includes, generation of leads, customer service and efficient follow up while fostering a positive image of AAM
• Collaborate with other sales departments within various product areas to provide clients with product accessibility while allowing AAM to capitalize on all available sales opportunities
• Develop and implement sales plan that aligns with division sales plan and allows for the meeting of goals and objectives of clients, territory, and Firm
• Profile clients to obtain information that will assist the client in reaching stated objectives
• Maintain heavy travel schedule within territory to conduct client meetings and presentations
• Attend industry conferences and regional events to generate additional interest in AAM’s products
• Maintain current knowledge of all markets and AAM analytics and market commentaries
• Representing AAM and our products to advisors knowledgeably and effectively so that advisors can clearly identify the benefits of the products relative to its competitors
• Provide exceptional customer service and financial services advice consistent with the client objectives
• Enters and maintains data in contact management system to properly track all sales efforts, client contacts and any other necessary information

Qualifications

• Driven and goal-oriented, focused on success
• Self-Motivated; passion for industry
• In depth knowledge of Mutual Funds and Separately Managed Accounts
• Demonstrated abilities in time management, including, managing multiple projects, and meeting strict deadlines
• Excellent communication and group presentation skills
• Mathematical aptitude and skills
• Strong interpersonal skills, ability to communicate at all levels of the organization and with individuals at remote locations
• Proven experience working collaboratively, improving productivity, and implementing ideas
• Experience with Microsoft Office Suite (Word, Excel, Outlook, Power Point), Internet and contact management systems

Education and/or Experience

• 5- 9 years of experience in the financial services industry
• Required Education: Bachelor's Degree or equivalent experience
• Required Certifications: FINRA Series 7 & 66