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Job Description & How to Apply Below
Across market cycles, our firm has grown in size and scope, gaining recognition through our array of mutual funds, but we have never lost sight of who we serve or the way in which we serve them. This history has shaped our approach to investing and distinguishes us from other firms.
We offer:
A committed, client-focused approach
Financial products and services for individuals and cooperatives
Experienced portfolio managers and cost-effective solutions
The Regional Relationship Manager is responsible for developing and maintaining strong, trusted relationships with cooperative clients within an assigned territory to drive growth, asset retention, and long‑term engagement with Homestead Advisers. This role educates cooperative leadership and boards on Homestead Advisers’ programs and services, consults on investment and business needs, and delivers tailored solutions aligned with cooperative goals.
The right candidate can actively manage a sales pipeline, conduct outreach and deliver engaging presentations, and are proactive and motivated to achieve success. This position requires strong collaboration skills with colleagues to ensure a high level of service from initial engagement through ongoing account management.
Our ideal candidate lives in the West or Midwest part of the United States (not Colorado or California) to serve the assigned territory. However, we may consider candidates who live near Arlington, VA, where we have a hybrid work policy which allows working from home up to two days a week.
Essential Duties and Responsibilities:
Educates cooperative leadership and directors on Homestead Advisers programs and services and consults with them on business needs.
Effectively manages a large territory.
Builds and manages a sales pipeline and meets strategic goals consistently.
Delivers effective presentations to current and prospective cooperatives and their employees.
Tracks cooperative contacts consistently utilizing the Client Relationship Management (CRM) system (Salesforce).Creates Homestead Funds asset allocation plans.
Offers ongoing account review meetings.
Promotes Homestead Advisers at conferences and individual cooperative meetings (up to 60% travel).Collaborates with other Homestead Advisers teams to deliver a high level of client service.
Completes annual compliance training and education and maintains required FINRA securities licensing.
Demonstrates knowledge of Homestead Advisers programs and services.
Complies with policies and procedures of Homestead Financial Services Corp., Homestead Advisers Corp. and Homestead Funds, Inc., which include, but are not limited to the rules and regulations under the Securities Act of 1933, Securities Exchange Act of 1934, Investment Company Act of 1940 and USA Patriot Act of 2001.Qualifications Formal
Education Required:
Bachelors degree in a business related field.
Experience and Certifications
Required:
Five or more years of financial industry experience, preferably working in sales or business development roles.
FINRA SIE (Securities Industry Professional), FINRA Series 6 (Investment Company Registered Representative), FINRA Series 63 (Uniform Securities Agent) licensing required within six months of start date. FINRA Series 65 (Uniform Investment Adviser Law Exam) within one year of start date is preferred.
Valid driver’s license
Experience working with cooperatives is preferred.
Professional designation such as CFP, CEBS, CIMA or CFA is preferred.
Knowledge, Skills and Abilities Required:
Knowledge of financial products and services, including mutual funds, retirement plans, insurance, brokerage, and advisory services.
Knowledge of investment concepts such as risk, asset allocation, diversification, time horizon, and market cycles.
Knowledge of…
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