Regional Director
The successful candidate will effectually build and service investment advisory firm relationships within the region and promote our key business initiatives and strategies.
Our Mission:
Hatteras Funds provides unique alternative investment solutions for financial advisors and their clients. We believe that all investors should have access to the same sophisticated investment approach and superior portfolio management talent as the largest institutions. A boutique alternative investment specialist founded in 2003, Hatteras Funds offers a suite of innovative products designed to help financial advisors allocate to alternative investments.
Our Culture:
Hatteras Funds takes pride in our firm's commitment to world-class service and providing unique alternative investment solutions for financial advisors and their clients. We are excited about our future and we are always looking for top talent who possess a high degree of personal integrity and the drive to not settle for second best, but work hard to be the best, each and every day.
If you have the desire and talent to be an integral part of a dynamically committed and expertly skilled team, Hatteras Funds may be the place for you!
Key Responsibilities will Include:
- Cultivate strong business and servicing relationships with investment advisory firms in the West US Region
- Identify and pursue effective business relationships on an ongoing basis, through in-person meetings, presentations, educational efforts, and conference calls
- Focus efforts on RIAs, broker dealers, institutional or investment consulting firms, and family offices
- Effectively conduct a multiple step sales process to introduce Hatteras Funds and our multiple alternative investment fund offerings
Critical Success Factors:
- Energy, enthusiasm, strong work ethic, high degree of integrity and professionalism
- Financial services industry experience with specific emphasis on alternative investment strategies and products, as well as knowledge of mutual funds and/or separately managed accounts (SMAs)
- Demonstrable understanding of the sales process required to increase the Firm's assets under management; proven experience building and maintaining strong financial advisor relationships
- Proven track record of effectual territory relationship management and sales outcomes
- Experience, credibility, and aptitude to speak knowledgeably about alternative investment strategies
- Willingness to learn and grow with the team and with the organization
- Strong organizational and CRM skills with key attention to detail
Licenses / Education:
- Required:
- Series 7
- Bachelors Degree
- Desirable: CAIA, CFA, Series 63,66
Please hit APPLY ONLINE below and follow this link to apply:
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