Senior Regional Director - Intermediary
About The Position
The ideal Senior Regional Director (SRD) candidate will be a successful, polished, and highly motivated professional with an established track record of raising assets within the Intermediary channel. The candidate must possess the highest professional standards to represent Voya Investment Management in the Pennsylvania Region. It is preferable that this candidate will have deep experience selling to RIAs, as well as Wirehouse and Independent Broker Dealers. This candidate will be responsible for territory sales, positive net cash flow, building new relationships and managing existing relationships with advisors in their geographic market. Sales are driven through segmentation of advisors, a consultative sales approach, meetings, conferences, and training workshops. The successful candidate will be expected to have a demonstrated track record of success, and a set of strong and developed client relationships in the Pennsylvania market.
Requirements
- 8+ years of sales experience wholesaling mutual funds, SMAs and Alternative products in territory.
- Established a successful track-record of consultative selling of Open-End Funds, SMAs, private and public alternative investments.
- Proven ability to grow a territory as measured by sales and persistency of business over multiple years.
- Experience selling to RIAs in geographic market is required.
- Strong organizational and technical skills are required, as well as the ability to quickly grasp new concepts.
- Exceptional presentation skills.
- A collaborative team-player with a strong ability to work independently and ability to communicate clearly and concisely.
- This candidate will partner internally with the DCIO, Workplace Solutions and NQDC businesses to deliver enterprise value.
- Thorough knowledge of sales and marketing principles and practices.
- Series 7, 66 licenses required.
- Candidate must reside in territory.
Nice To Haves
- deep experience selling to RIAs, as well as Wirehouse and Independent Broker Dealers.
Responsibilities
- Strategically plan and manage resources to maximize territory sales using industry and firm data and prioritize advisors.
- Develop and manage a strong and active pipeline and success record all meeting activity in a timely manner within our CRM.
- Responsible for budgeting expenses efficiently.
- Work in conjunction with a Regional Coordinator (internal wholesaler) to drive sales through geographically distinct, or select segmented firms, to identify and foster leads generated from segmentation, referrals, ad campaigns, and territory canvassing.
- Partner with other lines of business within Voya, such as DCIO, Workplace Solutions and NQDC to drive synergies and enhance firm enterprise value.
- Travel required, including overnight stays, where applicable.
- Minimum of 20-25 appointments per week in the field conducting one-on-one meetings, presentations and attending conferences; virtual meetings are permitted when requested.
Benefits
- Health, dental, vision and life insurance plans
- 401(k) Savings plan – with generous company matching contributions (up to 6%)
- Voya Retirement Plan – employer paid cash balance retirement plan (4%)
- Tuition reimbursement up to $5,250/year
- Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
- Paid volunteer time — 40 hours per calendar year
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
