Advisor Relations

Saturna Capital•Braintree Town, MA

3d•$85,000 - $110,000•Remote

About The Position

The Advisor Relations role is responsible for generating sales of Saturna Capital–affiliated mutual funds, ETFs, and separate accounts to financial advisors, with a particular focus on RIAs in the Northeast region. This position builds new relationships, deepens existing ones, and drives asset growth by delivering exceptional service and technical product expertise.

Requirements

Bachelor’s degree or an equivalent combination of education and experience.
FINRA SIE Exam, Series 7, and Series 66 licenses
Established relationships across Wirehouse, IBD, and RIA channels strongly preferred.
Working knowledge of Saturna products and mutual funds
Strong MS Word and Excel Skills; familiarity with Apple computers preferred
Strong portfolio analytic skills and comfort with logic-based discussions.
Proven sales background, preferably in mutual funds, separate accounts, or other financial industry products.
Thorough understanding of values-based and sustainable investing strategies and products.
Willingness and ability to travel extensively, including some weekends (approximately 25–50%).
Excellent written and verbal communication skills.
Strong presentation and closing skills.
Ability to work independently and manage time and priorities effectively.
Strong work ethic and personal values consistent with Saturna’s Core Values.
Candidates must be able to successfully complete pre-employment screening requirements such as a logic test, fingerprints, criminal background and credit check.

Nice To Haves

Established relationships across Wirehouse, IBD, and RIA channels strongly preferred.
familiarity with Apple computers preferred

Responsibilities

Manage an assigned territory and generate sales to meet established objectives.
Identify advisor prospects and establish new relationships across RIA, wirehouse, and independent broker-dealer channels.
Cultivate relationships and provide ongoing service to existing Saturna clients.
Determine key relationships within the territory and develop plans to increase client AUM.
Cross-sell Saturna services, including retirement plans and trust services.
Present technical product knowledge in a clear, compelling, and innovative way to advisor audiences.
Data-mine and maintain accurate activity records and pipelines using HubSpot.
Adhere to company policies and industry rules and regulations related to securities and investment products.

Benefits

100% company-paid medical premium for employees; High-deductible plan offers full family coverage at no cost to employee
Health Savings Account with employer contribution
Employee Assistance Program
regular Wellness activities
Supplemental insurance such as Long-Term Disability, Voluntary Life, Critical Illness
401k with generous match
Profit sharing and annual performance bonuses
11 personal and 10 vacation paid days off after first year of service
10 paid holidays (per NYSE holiday schedule)
Paid Parental and Bereavement leaves
Up to $2,000 per month in childcare/tuition assistance
Adult continuing education and professional development assistance
Home-buyer assistance program