Asset Management Sales
A fully-independent financial services firm with operations across the US and LATAM. Over 850 people providing Investment Banking, Private Wealth, Asset Management, and Third Party Distribution services.
We are staffing a US business in which the sales team will help US based Asset Managers with distribution to various client segments. We are seeking a sales professional with primarily established relationships with RIAs and SFOs. The funds that will be sold will include public funds and private funds. The multi-brand distribution business will help market strategies on behalf of several boutique US based Asset Managers across multiple traditional and non-traditional products. These products include SMAs, Mutual Funds, ETFs, and Private Funds.
Responsibilities:

Regional sales coverage for the WEST COAST region of the US.
Qualifications:

Excellent verbal and written communication skills
Minimum 6+ years of sales experience with established clients
An existing book of clients in the specified channels
Securities Licenses including Series 7, 63
CFA/CIMA/CAIA a plus

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