Regional Director

12 hours ago


New York, New York, United States Phaxis Full time

{"Job Title": "Regional Director", "Job Summary": "We are seeking a highly skilled Regional Director to join our team at Phaxis. As a Regional Director, you will be responsible for cultivating and maintaining relationships with financial advisors and distributing our growth equity products to financial advisors within the territory.

Key Responsibilities:

* Deliver our investment capabilities, philosophy, and investment process with competence and demonstrate the uniqueness of each product
* Demonstrate a high level of performance and ethics
* Build and execute a comprehensive sales and marketing plan, emphasizing a high level of activity and a focus on engaging top financial advisors within the territory
* Manage all stages of the sales cycle, from prospecting to discovery to implementation, as well as servicing and ongoing management of the relationship, once established
* Work well both as an individual and a member of a team
* Demonstrate an understanding of our investment strategies and how they relate to an individual or firm's overall strategy and investment needs
* Provide advanced sales presentations on portfolios and strategies
* Travel extensively (up to 75% of the time) with a high degree of accountability, independence, and initiative
* Regularly enter all sales activities into the Firm's Salesforce CRM system

Qualifications:

* Minimum 5 years financial services experience
* Bachelor's degree a MUST, Master's degree, CIMA, and/or CF plus
* Must have Series 7 and 63

Knowledge and Skills:

* Achievements in a financial sales environment
* Demonstrated high level of performance and results in a recent/prior and similar role
* Ability to capture, increase, and retain Assets Under Management
* Strong relationships with key financial advisors
* Industry and product knowledge
* Capacity to build positive and effective internal and external relationships
* Excellent written and verbal communication skills
* Management of an assigned territory as your own business
* Experience developing and implementing sales and marketing business plans

If you are a motivated and results-driven professional with a passion for financial services, we encourage you to apply for this exciting opportunity at Phaxis.

We look forward to reviewing your application.


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