Sales Director

3 weeks ago

Newport Beach CA, United States Bramshill Investments LLC Full time

Managing Director at Bramshill Investments, LLC. About the Company Bramshill Investments, LLC is an employee-owned alternative asset management firm that specializes in investment opportunities across the fixed income universe in sectors such as corporate bonds, preferred securities, municipal bonds, structured credit and credit-themed equities. The firm was founded in 2012, however, the firms flagship fixed income strategy has a proven track record of more than sixteen years with an absolute return objective. Our investments are designed with the intent to preserve and grow our investors capital utilizing our fundamental value-based approach. This approach is executed by a proven team of investment professionals who provide portfolio management and strategy specific solutions across both liquid and illiquid asset classes. Our team manages co-mingled vehicles, SMAs, and acts in sub-advisory mandates. Our clients consist of institutions, family offices, and high-net-worth individuals. Our team-oriented approach and firm philosophy have been the core reasons for our success in investing, client relationships, and risk management. As of September 30, 2025 the company had $7.9 billion in assets under management. The Role As a director level salesperson based in Bramshills Newport Beach, CA office covering wealth management and private wealth channels for mutual funds, SMAs and UCITS, you will be responsible for proactively promoting sales of Bramshill Investments products to financial advisors in your assigned channel through wholesale and point of sale efforts. Responsibilities Develops and maintains profitable productive relationships with Financial Advisors in your assigned territory (US West Coast) in order to significantly capture sales and market share Proactively seeks and supports the development of new initiatives to enhance Bramshill's success and market presence Develops and implements Territory Business plan Supports and participates in various Strategic Partner firm meetings and conferences Captures field activity and sales related data in Bramshill CRM system Coordinates sales activities with the entire Bramshill sales team in all product lines Adheres to Bramshills Culture of Compliance within Bramshills policies and procedures Education Undergraduate degree or 4+ years of comparable work experience required FINRA Series 7 and 63 required Contact Information Stephen Selver, CEO, Bramshill Investments Seniority level Mid-Senior level Employment type Full-time Job function Sales and Business Development #J-18808-Ljbffr

  • Sales Director

    3 weeks ago

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    Managing Director at Bramshill Investments, LLC. About the Company Bramshill Investments, LLC is an employee-owned alternative asset management firm that specializes in investment opportunities across the fixed income universe in sectors such as corporate bonds, preferred securities, municipal bonds, structured credit and credit-themed equities. The firm was...

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