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Senior Director, Regional Wealth Management Leader
2 months ago
Aristotle Capital Management, LLC is seeking a highly skilled and experienced Executive Vice President, Regional Director of Wealth Management to lead our wealth management efforts in a specific territory. This is a unique opportunity to join a dynamic and growing organization and contribute to our mission of delivering exceptional investment solutions to our clients.
Key Responsibilities- Develop and implement a comprehensive sales and service strategy to drive growth and increase sales of Aristotle's investment strategies in the assigned territory.
- Manage a multi-state territory, maintaining a high level of client service while growing territory assets.
- Build and maintain strong relationships with broker-dealers, particularly in the Wirehouse Wealth Management channels.
- Collaborate with internal teams to develop and execute sales and marketing initiatives.
- Stay up-to-date on industry trends, competitor activity, and market developments to inform sales and business development strategies.
- 10+ years of relevant financial services industry experience, with a proven track record of success in sales and business development.
- Prior experience as an internal and external sales professional, with a strong understanding of the wealth management industry.
- Bachelor's degree from an accredited college or university, with a strong academic background.
- Advanced/Master's degree or professional certification (CFA, CFP, MBA) is highly desirable.
- Series 7, Series 63 or 66, and clean U4/5 are required.
- Existing relationships within the Wirehouse Wealth Management channels are highly desirable.
- Working knowledge of SMA, UMA, mutual funds, and other investment products is required.
- Proactive phone work, face-to-face client meetings/presentations skills, and experience with a knowledge-driven consultative sales process are required.
- Robust health, dental, and vision insurance for you and your dependents.
- 401(K) Retirement Plan with employer matching.
- A culture that values inclusivity, diversity, and employee well-being.
- 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.
The compensation range for this role is $225,000.00 to $250,000.00, plus commissions. Actual compensation will be dependent on factors, including but not limited to, the individual's qualifications, relevant experience, knowledge, skills, education, internal equity, and physical work location within the state.
