Senior Director, Intermediary Markets

This is a fully remote position, open to applicants in United States.

📋 Description

• Propel sales of AAM products within a specified geographic area by developing and enhancing business relationships.

• Utilize a comprehensive understanding of diverse RIA, FO, and MFSA business models to formulate tailored sales strategies for each framework.

• Achieve targeted sales outcomes and activity levels as established by senior management.

• Work collaboratively with sales and client service teams, portfolio managers, research analysts, product specialists, and marketing professionals.

• Position and differentiate AAM products from those of competitor firms/products.

• Maintain a detailed record of activities and opportunities within the Salesforce system.

• Stay informed about ongoing developments in the economy and the financial services sector.

• Manage data privacy risks and ensure adherence to company policies regarding the handling of personal and/or sensitive information.

⛳️ Requirements

• Bachelor’s degree in finance or a related field of business.

• A decade of relevant sales experience.

• FINRA Series 7 and 63 (the employee must acquire necessary licenses within 120 days of assuming this role; at the company's discretion, continued employment in this role may not be permitted if required licenses are not secured within 180 days).

• Extensive knowledge of intermediary investment products.

• Demonstrated success utilizing a consultative sales approach.

• A wide network of client contacts.

• Highly developed skills in relationship management.

• Advanced abilities in presentation and communication.

• Keen attention to detail for documenting activities.

• Capability to thrive in a high-energy, collaborative, and competitive setting.

• Proficiency in using MS Office applications.

🏝️ Benefits

• Competitive Pay

• Bonus for Eligible Employees

• Pension Plan

• 401k Match

• Employee Stock Purchase Plan

• Tuition Reimbursement

• Disability Insurance

• Medical Insurance

• Dental Insurance

• Vision Insurance

• Employee Discounts

• Career Training & Development Opportunities

• Health and Work/Life Balance Benefits

• Paid Time Off starting at 160 hours annually for employees in their first year of service

• Ten (10) paid holidays per year (typically aligned with the New York Stock Exchange (NYSE) holidays)

• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars

• Parental Leave – fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service at the time of birth, adoption, or placement of a foster child

• Adoption Assistance

• Employee Assistance Program

• College Coach Program

• Back-Up Care Program

• PTO for Volunteer Hours

• Employee Matching Gifts Program

• Employee Resource Groups

• Inclusion and Diversity Programs

• Employee Recognition Program

• Referral Bonus Programs