Senior Regional Sales Director; Texas, IBD & RIA Channels

Employer Industry: Investment Management Why Consider This Job Opportunity:

• Starting salary of $125,000, with potential for variation based on experience and qualifications
• Eligibility for an incentive plan to reward performance
• Comprehensive benefits package promoting work-life balance and overall well-being
• Opportunities for professional development and career growth within a dynamic organization
• Work remote, with preferred locations in Dallas or Houston, Texas
• Join a diverse and inclusive work environment committed to making a positive community impact

• Represent the employer as a subject matter expert on mutual funds, ETFs, and separately managed accounts
• Develop and maintain relationships with financial advisors and intermediaries
• Lead sales initiatives within a defined territory to drive business growth
• Identify client needs and coordinate efforts to support assigned intermediaries
• Conduct sales and product training meetings for stakeholders in assigned territories

• Bachelor’s degree
• Ten or more years of experience in sales with strong product knowledge and established relationships in the territory
• Exceptional written and verbal communication skills
• Motivated and energetic with strong project management abilities
• Required licenses:
  Series 7 and Series 63 or 66

• Experience in practice management and portfolio construction
• Proven track record of achieving sales targets and driving business growth
• Familiarity with the competitive landscape and financial markets

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