Confidential
Vice President, Wealth Management Sales
Confidential, Chicago, Illinois, United States, 60290
Vice President, Wealth Management Sales
About the Company
Leading international alternative asset organization offering comprehensive investment solutions
Industry Investment Management
Type Public Company
Founded 1997
Employees 1001-5000
Categories
Consulting & Professional Services Investment Management ALTERNATIVE ASSET MANAGER ARES ARES MANAGEMENT ARES MANAGEMENT CORPORATION ASSET MANAGER Credit Investment Services LLC PRIVATE EQUITY REAL ESTATE Securities Asset Management Finance Financial Services
Specialties
private equity credit real estate strategic initiatives alternative asset management financial services investment management and direct lending
Business Classifications
B2B
About the Role
The Company is seeking a Regional Director to join their Great Lakes regional sales team. The successful candidate will be responsible for providing field sales coverage to various intermediary clients in the advisor marketplace, with a focus on underpenetrated and underserved parts of the market. This role involves developing new relationships and building upon existing ones, particularly within the Independent and Regional Broker Dealer channel. The Regional Director will be part of a three-person team, working to implement business plans, identify opportunities, and provide value-added services through a consultative approach. The position requires a proactive, face-to-face meeting strategy and a thorough understanding of the company's investment philosophy and products.
Applicants must have a minimum of 5 years of experience in alternatives, mutual fund, or SMA sales within the wealth channel, and hold FINRA Series 7 and 63 licenses. A proven track record of success in a financial sales environment, excellent communication skills, and the ability to travel up to 80% are essential. The role also involves adhering to compliance guidelines, managing administrative responsibilities, and conducting client seminars and events. The ideal candidate will be articulate, polished, and adaptable, with the ability to work in a fast-paced environment. A Bachelor's degree or equivalent experience is required, and the candidate should be adept at analyzing sales data, managing a budget, and making recommendations to enhance sales and client service.
Travel Percent 80%
Functions
Sales/Revenue
About the Company
Leading international alternative asset organization offering comprehensive investment solutions
Industry Investment Management
Type Public Company
Founded 1997
Employees 1001-5000
Categories
Consulting & Professional Services Investment Management ALTERNATIVE ASSET MANAGER ARES ARES MANAGEMENT ARES MANAGEMENT CORPORATION ASSET MANAGER Credit Investment Services LLC PRIVATE EQUITY REAL ESTATE Securities Asset Management Finance Financial Services
Specialties
private equity credit real estate strategic initiatives alternative asset management financial services investment management and direct lending
Business Classifications
B2B
About the Role
The Company is seeking a Regional Director to join their Great Lakes regional sales team. The successful candidate will be responsible for providing field sales coverage to various intermediary clients in the advisor marketplace, with a focus on underpenetrated and underserved parts of the market. This role involves developing new relationships and building upon existing ones, particularly within the Independent and Regional Broker Dealer channel. The Regional Director will be part of a three-person team, working to implement business plans, identify opportunities, and provide value-added services through a consultative approach. The position requires a proactive, face-to-face meeting strategy and a thorough understanding of the company's investment philosophy and products.
Applicants must have a minimum of 5 years of experience in alternatives, mutual fund, or SMA sales within the wealth channel, and hold FINRA Series 7 and 63 licenses. A proven track record of success in a financial sales environment, excellent communication skills, and the ability to travel up to 80% are essential. The role also involves adhering to compliance guidelines, managing administrative responsibilities, and conducting client seminars and events. The ideal candidate will be articulate, polished, and adaptable, with the ability to work in a fast-paced environment. A Bachelor's degree or equivalent experience is required, and the candidate should be adept at analyzing sales data, managing a budget, and making recommendations to enhance sales and client service.
Travel Percent 80%
Functions
Sales/Revenue