Wellesley Asset Management, Inc. · 14 hours ago
Regional Director
United States
Full-time
Remote
Mid, Senior Level
5+ years expWellesley Asset Management, Inc. is an alternative fixed income manager specializing in convertible bonds. They are seeking a Regional Director to drive business development, build client relationships, and implement strategic sales plans.
Venture Capital
Responsibilities
Drive business development within the assigned region
Build strong client relationships
Implement strategic plans to reach assigned sales goals
Have multi-channel coverage including RIA's, Wirehouses, and IBD's
Qualification
Required
Highly motivated with a proven track recording of raising AUM in the intermediary distribution channel
Ability to work in an entrepreneurial, fast paced and results-oriented environment
History of originating and closing business opportunities
The candidate should have 5-7 years of external wholesaling experience (asset management, no insurance)
Have established relationships in the RIA, IBD, and/or Wirehouse channels
Excellent communication and leadership abilities
Knowledge of convertible bonds, alternative investment products, and fixed income
Collaborative team player
Series 7, 63, 65 or 66
Clean U-4
Bachelors Degree
Company
Wellesley Asset Management, Inc.
Wellesley Asset Management is an investment management company providing asset management services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Darlene Murphy, CPA, CFP®
Owner & Co-founder
Dan Mitchell
Chief Operating Officer
Recent News
Boston Business Journal
2023-12-08
Company data provided by crunchbase