Regional Sales Director -New York/Long Island

Victory Capital•Boston, MA

1d•Onsite

About The Position

This is a full-time on-site role for a Mutual Fund/ETF Wholesaler based in the New York/Long Island area. The role involves developing and maintaining relationships with financial advisors, promoting mutual funds/ETF, other investment products, and executing sales strategies to achieve business growth. Responsibilities include identifying new sales opportunities, providing product insights and support, preparing financial and business planning presentations, and contributing to client investment solutions. The individual will work closely with internal teams to align strategies and ensure client success.

Requirements

Proficiency in Business Planning and Finance to assist clients in developing tailored investment strategies
Knowledge of Investments and Wholesale practices, with experience managing mutual funds and alternative asset classes
Strong Sales skills and the ability to establish and nurture client relationships
Excellent communication, presentation, and organizational skills
Bachelor’s degree in Finance, Business Administration, or a related field
Relevant license 7 and 63 or 65 is required
Proven track record of meeting or exceeding sales targets in the financial services industry
Ability to work effectively both independently and collaboratively with a team

Responsibilities

Developing and maintaining relationships with financial advisors
Promoting mutual funds/ETF and other investment products
Executing sales strategies to achieve business growth
Identifying new sales opportunities
Providing product insights and support
Preparing financial and business planning presentations
Contributing to client investment solutions
Working closely with internal teams to align strategies and ensure client success