Regional Director - Wealth (Wholesaler)

Wellington Management•San Francisco, CA

9d•$120,000 - $225,000•Hybrid

About The Position

We are seeking a talented, driven individual to fill a Wealth Management, Alternatives distribution role in the West Coast region. This sales professional will be responsible for generating investment/alternatives sales to financial advisors across wire houses, independent and regional broker dealer and other large wealth platforms. The primary focus will be marketing Wellington’s public and private investment strategies to both new and existing clients across the wealth ecosystem. The successful candidate will bring broad asset management expertise and a keen understanding of the wealth distribution process. We’re looking for someone who can be a thought partner as we build a world-class distribution and servicing model. The candidate will be entrepreneurial, team oriented, collaborative and will actively participate in prospecting, territory management, finals presentations, and investment reviews. He or she will travel extensively to meet with Northern California/Pacific Northwestern financial advisors and will also participate in national and regional focused meetings. Ideally, this Regional Director will live within the territory.

Requirements

Bachelors degree
7-10 years of demonstrated success in external sales with financial advisors and wire houses
Proven background in asset management and alternative investments
Expertise in managing a large territory including optimizing time allocation to maximize sales
Excellent communication & presentation skills with an ability to influence others
Strong ability to easily establish and maintain relationships
Ability and desire to learn Series 7 & 63
Proficient in Salesforce, Excel, and Outlook

Nice To Haves

CFA or CAIA

Responsibilities

Generating investment/alternatives sales to financial advisors across wire houses, independent and regional broker dealer and other large wealth platforms.
Marketing Wellington’s public and private investment strategies to both new and existing clients across the wealth ecosystem.
Prospecting, territory management, finals presentations, and investment reviews.
Traveling extensively to meet with Northern California/Pacific Northwestern financial advisors.
Participating in national and regional focused meetings.