Regional Director - Wealth (Wholesaler)

Wellington Management • Boston, MA

48d • Hybrid

About The Position

We are seeking a talented, driven individual to fill a Wealth Management, Alternatives distribution role in the Texas 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 Southern region 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 in region
• 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 additive but not required

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
• participating in prospecting, territory management, finals presentations, and investment reviews
• travel extensively to meet with Southern region financial advisors and will also participate in national and regional focused meetings

Benefits

• retirement plan
• health and wellbeing
• dental
• vision
• pharmacy coverage
• health savings account
• flexible spending accounts and commuter program
• employee assistance program
• life and disability insurance
• adoption assistance
• back-up childcare
• tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 1,001-5,000 employees