Regional Vice President, Broker Dealer Segment
Reports to: Director of National Sales Department: National Sales
Level: Vice President Location: Texas (Dallas/Houston)
Managers Investment Group offers institutional-quality investment strategies across most asset classes, using some of the finest investment firms from around the world. We offer these strategies as single-asset-class components as well as complete investment solutions. Our wide range of mutual fund and separate account strategies are primarily sold to financial intermediaries across the U.S. This position will operate remotely in Texas.
ESSENTIAL FUNCTIONS:
- Develops annual business plan and devises the necessary activity strategies, tactics and resources in order to achieve those goals and grow the assigned territory.
- Develops, builds and maintains relationships with key brokers, consultants and clients within focus list of sponsor firms within home territory.
- Meets with advisors, brokers and consultants in the assigned territory and educates them on SMA and Fund product lines
- Tracks all meetings and sales events through CRM system.
- Develops and maintains a professional sales presentation which can be adapted to a variety of audiences.
- Performs new business and client review presentations.
- Interacts with research staff to coordinate client service efforts.
- Solid understanding of mutual fund advisory programs and UMA/SMA platforms in the broker dealer segment
- Keeps abreast of the current economy, Client Portfolios, performance and future outlook.
ADDITIONAL RESPONSIBILITIES:
- Educates and mentors internal client service associate.
- Provides feedback from the field to appropriate individuals within the firm in order to enhance service and deliver a superior product.
- Develops and shares value added pieces for use in the field.
- Cross-pollinates ideas and sales leads across territories as well as across departments.
KNOWLEDGE, SKILLS AND ABILITIES:
- Knowledge of the Investment Management Industry and key portfolio management concepts.
- Understanding of separately managed accounts
- Prioritizes, plans and takes initiative.
- Relies on experience to make good decisions and to enhance problem-solving skills.
- Communicates effectively and persuasively with colleagues, clients and brokers.
- Excels in a fast-paced environment while meeting deadlines and executing responsibilities with minimal errors.
- Promotes a team environment.
- Supports and upholds Firm values and treats others with respect and consideration.
- Acts as a role model and resource for junior employees and offers guidance.
EDUCATION AND EXPERIENCE:
- Bachelor’s preferably in marketing or a finance-related major.
- Five plus years in the investment management industry.
- Past experience selling and servicing mutual funds and separately managed accounts in this specific territory and channel
- CFA, CIMA or CFP desirable.
- Required licensees Series 6 or 7 and 63.
- Valid driver’s license.
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