Regional Vice President

Advisors Asset Management

12h

About The Position

The Advisors Asset Management Regional Vice President develops strategies and business plans to win new client relationships while retaining and growing existing relationships. This individual has responsibility for the assigned geographic territory and is accountable for new account openings, account retention, revenue growth and achievement of Firm objectives. Product concentration will be Separately Managed Accounts (SMA) and Open-end Mutual Funds. External Territory: Florida Panhandle, Alabama, Mississippi, Arkansas (must reside in territory)

Requirements

Driven and goal-oriented, focused on success
Self-Motivated; passion for industry
In depth knowledge of Mutual Funds and Separately Managed Accounts
Demonstrated abilities in time management, including, managing multiple projects, and meeting strict deadlines
Excellent communication and group presentation skills
Mathematical aptitude and skills
Strong interpersonal skills, ability to communicate at all levels of the organization and with individuals at remote locations
Proven experience working collaboratively, improving productivity, and implementing ideas
Experience with Microsoft Office Suite (Word, Excel, Outlook, Power Point), Internet and contact management systems
5- 9 years of experience in the financial services industry
Required Education: Bachelor's Degree or equivalent experience
Required Certifications: FINRA Series 7 & 66

Responsibilities

Work collaboratively with Internal Sales Consultant to maximize territory sales efforts and attain sales goals
Analyzes marketplace and develops target lists for potential client's in assigned region and prioritize according to potential
Partner with Internal Sales Consultant to build and manage relationships within territory, which includes, generation of leads, customer service and efficient follow up while fostering a positive image of AAM
Collaboration with other sales departments within various product areas to provide clients with product accessibility while allowing AAM to capitalize on all available sales opportunities
Develop and implement sales plan that aligns with division sales plan and allows for the meeting of goals and objectives of clients, territory, and Firm
Profile clients to obtain information that will assist the client in reaching stated objectives
Maintain heavy travel schedule within territory to conduct client meetings and presentations
Attend industry conferences and regional events to generate additional interest in AAM’s products
Maintain current knowledge of all markets and AAM analytics and market commentaries
Representing AAM and our products to advisors knowledgeably and effectively so that advisors can clearly identify the benefits of the products relative to its competitors
Provide exceptional customer service and financial services advice consistent with the client objectives
Enters and maintains data in contact management system to properly track all sales efforts, client contacts and any other necessary information
Perform other job-related duties as assigned