Regional Sales Director - NY Metro

Location
New York City, New York (US)
Salary
Base salary plus commission
Posted
Sep 18, 2017
Closes
Oct 18, 2017
Job Function
Wholesale Sales
Industry Sector
Asset Management
Certifications
CFA Charterholder
Employment Type
Full Time
Education
Bachelors

The Regional Sales Director is responsible for cultivating new business opportunities and managing relationships with financial advisors and their clients. 

Job Responsibilities:

  • Frequent meetings with advisors and their clients to discuss investment strategy, capital markets, investment performance and investment objectives
  • Work closely with financial advisors and consultants to develop policy and strategy
  • Identify, develop and maintain new business sources for GW&K investment strategies
  • Direct activities of  the Internal Wholesaler to maximize penetration in the territory
  • Provide input to Sales management on new business presentations and sales collateral

 

Skills/Experience:

  • 5 years of experience in investment management sales or closely related financial services industry experience, preferably with a focus on fixed income strategies
  • Preferred candidates are currently covering New York City and Long Island or in a hybrid role that requires travel within the territory
  • In-depth understanding of investment markets with a strong understanding of tax, financial and estate planning
  • Effective presentation skills
  • Excellent organizational skills and attention to detail
  • Strong computer skills, including Microsoft office suite
  • Ability to work independently and travel extensively throughout the territory