VP, Regional Director (New Jersey, Eastern Pennsylvania)

Alger•New York, NY

2d•Remote

About The Position

Alger’s Regional Director (RD) will provide field sales coverage within the specified territory to various intermediary clients in the retail and retirement advisor marketplace, with an emphasis on broker dealer, independent broker dealer and RIA advisors. It is expected that the RD will spend no less than 80% of their time out in the field. The RD will represent Alger in this territory offering our mutual funds, ETFs, separately managed accounts, CITs and other products where Alger investment capabilities are embedded.

Requirements

Undergraduate Degree or an equivalent combination of training and experience required
Cumulative GPA of 3.0 or above in a 4.0 scale is required
Position requires a FINRA Series 7 and 63 registrations in accordance with Alger’s licensing policy
Proven results and demonstrated sustainable achievement in a financial sales environment
Ability to demonstrate industry and product knowledge by understanding the competition, the client and marketplace
Excellent written and verbal communication skills with internal colleagues and external partners
Personal leadership skills, self-motivated ability to work independently in a remote location.
Ability to tell the “Alger Story” clearly
Excellent relationship building and sales skills
Strong organizational skills
Ability to grow, develop and maintain working relationships with financial advisors.
Create and maintain working relationships with district directors, managers, coordinators, and other centers of influence within the territory.
Experience with CRM system is required

Nice To Haves

10 or more years of investment and financial services experience preferred
Salesforce preferred

Responsibilities

Develop new and build upon existing relationships within the territory. The strategy includes developing a firm/branch rotation, implementing business plans around focus firms and identifying business opportunities
Grow Alger’s market share within the territory
Work in conjunction with the Regional Associates to develop a plan to generate greater sales, higher asset levels and improved client service.
Thoroughly communicate and understand Alger’s product philosophy, process, objectives and positioning (The Alger Story)
Adhere to all compliance guidelines including use of pre-approved marketing materials, fund prospectus requirements and proper licensing
Fulfill in a timely manner required administrative/team responsibilities such as CRM/Call reporting, expense reports, and meetings activity metrics.
Administer, on a timely basis, required reports to the appropriate areas including sales plans, call reports, and promotional programs