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PacNW Region Investment Manager
2 months ago
We are seeking a highly motivated and experienced sales professional to join our team as a Regional Sales Director. As a key member of our sales team, you will be responsible for driving sales growth and expanding our presence in the PacNW Region.
Key Responsibilities- Develop and execute sales strategies to achieve revenue targets and expand our customer base.
- Build and maintain strong relationships with existing and potential clients, including independent broker-dealers, regional broker-dealers, RIAs, and wire houses.
- Provide clients with investment performance updates and general client servicing.
- Make presentations to existing and prospective clients to promote our investment services.
- Identify and pursue new business opportunities in the defined territory.
- Collaborate with internal stakeholders to develop and implement sales initiatives.
- Bachelor's degree in a related field, such as investment management, finance, or business.
- Minimum 2-5 years of experience in sales or a related field, preferably in the investment management industry.
- Strong understanding of the investment management industry, financial concepts, and product knowledge.
- Excellent communication, presentation, and interpersonal skills.
- Ability to work independently and as part of a team to achieve sales targets.
- Strong planning, organization, and analytical skills.
- Ability to travel up to 50% of the time.
- NASD License Series 7 and 63 required.
- CIMA preferred.