Advisors Asset Management, Inc. · 1 week ago
Vice President, Structured Product Sales
United States
Full-time
Remote
Mid, Senior Level
5+ years expAdvisors Asset Management, Inc. is a respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals. The Vice President, Structured Product Sales will focus on building and maintaining client relationships, increasing sales of structured products, and providing exceptional customer service and financial advice.
BankingConsultingCrowdfundingFinancial Services
No H1B
Hiring Manager
Taylor Fetter, SHRM-CP
Responsibilities
Provides focused sales services to client firm representatives (financial advisors) in Structured Products (Market Linked Products)
Profile financial advisors to obtain information that will assist the client in reaching stated objectives
Wholesale and Distribute Structured Products to Broker Dealers & RIA’s across the United States
Maintain current knowledge of all markets and AAM analytics and market commentaries
Work with Structured Products Trading & Origination to create new products and custom transactions for advisors
Securities research, economic reports, and trend forecasting
Create presentations to educate financial advisors on Market Linked CDs & Market Linked Notes
Using AAM provided tools, complete and present portfolio analytics to assist clients
Position client portfolios to capitalize on current and upcoming market cycle conditions
Provide exceptional customer service and financial services advice consistent with the client objectives
Meet stated production goals as determined by the Sales Manager; Phone, Email, Meeting & Conference Metrics
Travel Required 50-75%
Work within a Team Territory at AAM by providing leads internally to help grow other products distributed by AAM
Perform other job-related duties as assigned
Qualification
Required
Driven and goal-oriented, focused on success
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, PowerPoint), Power BI, Bloomberg
Internet, Salesforce & CRM application systems
5 yrs+ experience in the Financial Services Industry, Wholesale Distribution, or Relationship Management
Required Education: Bachelor's Degree or equivalent experience
Required Certifications: FINRA Series 7 & 66
In depth knowledge of Structured Products and Fixed Income Sales
Strong Financial Markets acumen
Company
Advisors Asset Management, Inc.
With roots dating back to 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$0.2M2022-09-01Acquired
2014-03-04Seed· $0.2M
Leadership Team
Bart Daniel
Chief Technology Officer
Jeff Opie
Chief Financial Officer
Recent News
ETF Express
2025-12-03
2025-10-25
Company data provided by crunchbase