Your opportunity Direct U.S. intermediary sales activities through several markets/channels (e.g., broker dealer, financial planner/registered investment advisor, insurance company) and product areas (e. g., ETF, SMA, Mutual Funds, Alternative Investments) in a defined geographic area, including managing all within the region/area Develop sales plans and budgets for the assigned region Develop and manage relationships with assigned intermediaries Work closely with sales staff on growing sales and market share in the assigned region and in developing and maintaining assigned intermediary relationships Supervise and provide mentorship to sales staff in a defined geographic region Coordinate efforts with marketing and portfolio management staff to launch and promote new products Actively partnering with Compliance, IT, Risk, Operations, Data, and other cross‑functional teams on an ongoing basis. Carry out other duties as assigned What to expect when you join our firm Hybrid working and reasonable accommodations Generous Holiday policies Paid volunteer time to step away from your desk and into the community Support to grow through professional development courses, tuition/qualification reimbursement and more Maternal/paternal leave benefits and family services Complimentary subscription to Headspace – the mindfulness app Corporate membership to ClassPass and other health and well-being benefits Unique employee events and programs including a 14er challenge Complimentary beverages, snacks and all employee Happy Hours
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Job Type
Full-time
Career Level
Director
Education Level
No Education Listed