Skip to main content

This job has expired

Senior Director, Investment Specialist, Sub-advisory

Employer
Aegon Asset Management
Location
Arlington, VA
Closing date
Nov 22, 2019
**Position may be located anywhere in the Eastern half of US Position Overview: This role will join the Intermediary Distribution team and will concentrate on building and maintaining relationships with our sub advisory partners in the retail space. In addition, this role will focus on sourcing business with registered investment advisors (RIA), family offices (FO), and mutual fund sub advisory (MFSA), to drive product sales. Responsibilities: Build and maintain strong relationships with sub advisors including wholesalers, sales managers, product, key account managers and financial advisors within the retail sector. Drive sales of AAM products, within a defined geographic territory, through development and expansion of business relationships. Leverage a deep understanding of varying RIA, FO and MFSA business models to design sales strategies around each framework. Produce expected sales results and territory activity levels as defined by senior leadership. Collaborate with sales and client service professionals, portfolio managers, research analysts, product specialists and marketing associates. Position and differentiate AAM products against competitor firms/products. Maintain a log of activities and opportunities in the Salesforce system. Keep abreast of continuous developments in the economy and the financial services industry. Required Qualifications: Bachelor's degree in finance or related business field. Ten years of related sales experience. FINRA Series 3, 7 and 63 (upon hire into this role, employees must obtain required licenses within 120 days; at the company's discretion, employees will not be allowed to continue in role if required licenses are not obtained within 180 days) In-depth intermediary investment product knowledge. Proven results using a consultative sales process. Broad range of client contacts. Highly developed relationship management skills. Advanced presentation and communication skills Proficiency using MS Office tools. Preferred Qualifications: CFA Certification

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert