Regional Vice President, Wholesale
An investment management company serving institutional investors, workplace retirement plans, financial intermediaries and their clients, Calvert Investments offers more than 40 equity, bond, cash, and asset allocation strategies, of which many feature integrated environmental, social, and governance research. By combining rigorous analysis with independent thinking, our disciplined approach to money management goes beyond traditional factors in order to discover investment opportunities with greater long-term potential.
As a company, Calvert is actively committed to transparency and corporate responsibility as a core value—both inside and out. At Calvert, we value a diverse workforce and seek to represent the diversity of the Washington, D.C., metropolitan area among our associates. Calvert provides its employees with a flexible, benefit-rich, family-friendly work environment to promote a healthy work-life balance. We also encourage community involvement and volunteer activities, and have strong corporate philanthropy policies that provide financial assistance to many local charities and community institutions.
JOB PURPOSE:
The Regional Vice President, Wholesale is responsible for selling Calvert’s products and services through a third party distribution network of broker/dealers and other financial intermediaries within assigned geographic region (states of AK, ID, MT, ND, OR, SD, UT, WA, and WY).
ESSENTIAL RESPONSIBILITIES AND JOB RESULTS:
• Works to increase sales within region by developing and maintaining new and existing relationships with third party distributors which include wirehouses, regional broker/dealers, independent financial planners, registered investment advisors, banks and insurance companies.
• Conducts the following programs to develop these relationships and promote Calvert products: group broker/dealer product and market training sessions, client seminars, broker/dealer conferences and annual meetings, relationship building with sales management at key firms.
• Works in coordination with Regional Marketing Consultant (RMC), providing direction for RMC’s outbound sales call campaigns and strategic territory coverage.
• Maintains high activity level of face-to-face selling which requires four to five days per week in the field.
OTHER JOB FUNCTIONS:
• Coordinates joint sales efforts, including new product launches and inclusion in wrap fee programs with focus firms within region.
• Responds to inquiries and resolves problems of a complex nature with key regional representatives and firms.
• Stays current and up-to-date with market, economic and industry trends, as well as competitor products.
• Maintains a detailed level of knowledge of Calvert products and services.
• Supplies input concerning industry developments and client needs for incorporation into company’s strategic marketing decisions.
• Operates a regional budget by making appropriate allocations to maximize sales opportunities while staying within annual regional expense limit. Submits expense reimbursement reports in a timely manner.
• Prepares an annual regional business plan.
WORKING CONDITIONS:
• Work requires extensive travel and includes evening and weekend hours.
• Requires high activity level of face-to-face selling.
SKILLS, KNOWLEDGE AND EXPERIENCE REQUIRED TO PERFORM JOB;
• FINRA Series 6 and 63 required, Series 7 preferred.
• Four year college degree required; MBA preferred (finance, marketing, or economics).
• 3 – 5 years mutual financial sales experience required; external sales strongly preferred.
• Excellent interpersonal, teamwork and relationship building skills.
• Excellent oral and written communication skills.
• Excellent group presentation and financial sales skills.
• Excellent organization skills.
• Must be self-motivated and able to work effectively with minimal supervision.
• Must reside within assigned geographic territory.
• Must have ability to travel overnight approximately 80% of time.
Candidates must currently live within the region. Preference will be given to candidates living in the Seattle, WA metropolitan area.
It is the policy of Calvert Investments to provide equal employment opportunity to all applicants for employment, without regard to race, color, religion, sex, age, national origin, veteran's status, disability, sexual orientation, or gender identity or expression.
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