Vice President, Structured Product Sales
Advisors Asset Management ETFs · United States · 2 wk ago
RemoteRemoteBusiness Development$250k–$300k/yrFull-time
Essential Responsibilities
- Provides focused sales services to client firm representatives (financial advisors) in Structured Products (Market Linked Products)
- Profile financial advisors to obtain information that will assist the client in reaching stated objectives
- Wholesale and Distribute Structured Products to Broker Dealers & RIA’s across the United States
- Maintain current knowledge of all markets and AAM analytics and market commentaries
- Work with Structured Products Trading & Origination to create new products and custom transactions for advisors
- Create presentations to educate financial advisors on Market Linked CDs & Market Linked Notes
- Using AAM provided tools, complete and present portfolio analytics to assist clients
- Position client portfolios to capitalize on current and upcoming market cycle conditions
- Provide exceptional customer service and financial services advice consistent with the client objectives
- Meet stated production goals as determined by the Sales Manager; Phone, Email, Meeting & Conference Metrics
- Travel Required 50-75%
- Work within a Team Territory at AAM by providing leads internally to help grow other products distributed by AAM
- Perform other job-related duties as assigned
Qualifications
- Driven and goal-oriented, focused on success
- Demonstrated abilities in time management; including, managing multiple projects and meeting strict deadlines
- Excellent communication and group presentation skills
- Mental 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, PowerPoint), Power BI, Bloomberg
- Internet, Salesforce & CRM application systems
Education and/or Experience
- 5 yrs+ experience in the Financial Services Industry, Wholesale Distribution, or Relationship Management
- Required Education: Bachelor’s Degree or equivalent experience
- Required Certifications: FINRA Series 7 & 66
- In depth knowledge of Structured Products and Fixed Income Sales
- Strong Financial Markets acumen