RegionalManager

About the role

Saturna Capital is seeking an experienced Regional Manager to support the Sales team in the midwest. This position is responsible for generating sales of Saturna Capital-affiliated mutual funds by marketing to the American Muslim Community, providing financial planning, and offering separate accounts. This is a remote position covering the Midwest territory with extensive travel required.

Responsibilities

• Manage territory and generate sales to meet objectives
• Determine key relationships and develop a plan to increase client AUM
• Cross-sell Saturna services including retirement plans and trust services
• Attend multiple weekend conferences throughout the year
• Present technical product knowledge in an innovative way
• Leverage CRM insights through HubSpot
• Follow company policies regarding industry rules and regulations for securities and investment products

Requirements

• Sales background required in mutual funds, separate accounts, or other financial industry products
• Thorough understanding of values-based and sustainable investing strategies and products
• FINRA SIE Exam, Series 7 and 66 licenses; existing holder of licenses or pass within six months of employment
• Must be available for extensive travel and weekend work
• Excellent written and verbal communication skills
• Excellent presentation skills and closing skills
• Bachelor's degree in finance or other related field
• Working knowledge of or ability to speak Arabic and/or Urdu

Benefits

• 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

Pay

Expected starting salary range: $75,000 – $95,000 annual base wage. Full range (with tenure): $75,000 - $125,000 annual base wage.