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Aristotle · 3 weeks ago

Senior Vice President, Regional Director - Wealth Management

United States

Full-time

Hybrid

Mid, Senior Level

$150K/yr - $200K/yr

7+ years exp

Aristotle is a majority employee-owned investment management organization specializing in equity and fixed income portfolio management. The SVP, Regional Director, Wealth Management Group will be responsible for promoting and distributing the company’s investment solutions to financial intermediaries, primarily focusing on the New England region.

Asset ManagementCreditFinancial ServicesImpact InvestingRisk Management

Responsibilities

Implement a territory sales and service strategy with the primary objective to increase sales of Aristotle’s investment strategies

Coverage will be specific to broker dealers with an emphasis on Wirehouse

Manage multi state territory with objective of maintaining a high level of client service while simultaneously growing territory assets

Ability to discuss multiple investment solutions across different asset classes

Engage with clients and prospects regularly through a combination of in-person meetings, virtual consultations, phone calls, and email communication to build and maintain strong, personalized relationships

Actively seek out new business opportunities by identifying and prospecting potential clients

Build and nurture collaborative relationships with internal teams, including assigned Internal Wholesaler and other key stakeholders at the home office

Travel as needed to effectively raise assets

Qualification

Wealth Management experienceSales strategy developmentRelationship managementSMAMutual funds knowledgeSalesforce familiarityFixed income strategies salesConsultative sales processProactive phone workClient meetings skillsBachelor's degreeSeries 7 certificationSeries 6366 certificationSelf-starter mentality