Regional Vice President

External Territory Available: Tennessee, Mississippi, Alabama, Florida Pan Handle (Must Reside in Territory)

Responsibilities

• Work collaboratively with Internal Sales Consultant to maximize territory sales efforts and attain sales goals
• Analyze marketplace and develop target lists for potential clients in assigned region and prioritize according to potential
• Partner with Internal Sales Consultant to build and manage relationships within territory, including 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 meeting 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
• Represent AAM and its products to advisors knowledgeably and effectively so advisors can clearly identify the benefits relative to competitors
• Provide exceptional customer service and financial services advice consistent with client objectives
• Enter and maintain data in contact management system to properly track all sales efforts, client contacts, and any other necessary information
• Perform other job-related duties as assigned

Requirements

• Driven and goal-oriented, focused on success
• Self-motivated with a passion for the 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, with the 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, PowerPoint), Internet, and contact management systems

Qualifications

• 5–9 years of experience in the financial services industry
• Bachelor’s Degree or equivalent experience
• FINRA Series 7 & 66 certifications

About the Company

With roots dating back to 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals. The firm offers access to alternatives, exchange-traded funds, fixed income markets, managed accounts, mutual funds, structured products, and unit investment trusts. AAM is a SEC registered investment advisor and member FINRA/SIPC. As of March 31, 2026, the brokerage and advised business at AAM represents approximately $12.7 billion in assets.