Senior Vice President, Regional Director

4 days ago


Denver, Colorado, United States Aristotle Capital Management Full time
About the Role

Aristotle Capital Management is seeking a highly skilled and experienced Senior Vice President, Regional Director - Investment Management to join our team. As a key member of our organization, you will be responsible for implementing a territory sales and service strategy to increase sales of our investment strategies.

Key Responsibilities
  • Develop and execute a sales and service strategy to drive growth and revenue in assigned territory.
  • Build and maintain strong relationships with broker-dealers, with a focus on Wirehouse channels.
  • Manage a multi-state territory, ensuring high levels of client service while driving growth and asset expansion.
  • Develop and deliver investment solutions across various asset classes, including equity and fixed income.
  • Travel as needed to effectively engage with clients and prospects.
Requirements
  • 10+ years of relevant experience in the financial services industry, with a strong background in sales and service.
  • Prior experience as an internal and external sales professional, with a proven track record of success.
  • Solid, consistent, and progressive work history, with a strong academic background.
  • Bachelor's degree from an accredited college or university, with a strong academic record.
  • Advanced/Master's degree or professional certification (CFA, CFP, MBA) is highly desirable.
  • Series 7 and Series 63 or 66 licenses are required.
  • Clean U4/5 record is essential.
  • Existing relationships within the Wirehouse - Wealth Management channels are highly valued.
  • Working knowledge of SMA, UMA, and mutual funds is required.
  • Proactive phone work and face-to-face client meetings/presentations skills are essential.
  • Knowledge-driven consultative sales process is required.
  • Familiarity with Salesforce and Discovery Database is highly desirable.
What We Offer
  • Robust health, dental, and vision insurance for you and your dependents.
  • 401(K) Retirement Plan with Employer Matching.
  • A culture that values inclusivity and diversity.
  • Flexible paid time off, including annual Employee Volunteer Day.
  • Life, Critical Illness, Disability, and Accidental Injury Insurance.
  • Employee Assistance Program.
  • Various company events throughout the year.
  • Employee Discount Program.
Our Values
  • We place our clients' interests first.
  • We act with integrity.
  • We achieve excellence through accountability and collaboration.
  • We empower our employees.
  • We are respectful.
  • We value community.


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