American Beacon Partners · 1 week ago
VP, National Advisory Sales, Northeast Region
Irving, TX
Full-time
Onsite
Mid Level
3+ years expAmerican Beacon Partners is a diversified asset management platform with over 30 investment manager partnerships. The VP, National Advisory Sales will identify and cultivate prospects, initiate new business opportunities, and lead sales efforts to various advisory platforms and clients in the Northeast region.
Financial Services
Responsibilities
Works with External Retail Sales researching leads, identifying and calling on potential prospects and existing prospects, providing clients with investment performance updates and general client servicing
Works with Retail Sales in follow-up and closing the sale of investment services to prospects and/or clients
Responsible for originating new investor relationships, preparing presentations and in some cases following up on client contacts
Responsible for identifying and calling on Advisory Platform National Accounts for platform approvals and model allocations
Work with National Sales team to develop target lists, strategies and identify opportunities within the Advisory channel
Develops and maintains relationships with RIA's, Private Banks Multi-Family Offices and other Advisory Platforms
Assists in sales training efforts and competitive research
Help to build value add presentations
Qualification
Required
Three or more years sales experience
Excellent sales skills, in-depth product knowledge
Stature and experience to cover large/complex relationships
Excellent interpersonal, presentation, oral and written communication skills and be highly ethical
Strong planning, organization, analytical and technical skills
Handle multiple responsibilities concurrently and work independently to perform a variety of tasks with accuracy and attention to detail
Team player and possess the ability to drive key decisions in a dynamic, fast-paced environment
Flexibility for extensive business travel that includes attending investment conferences and shareholder/prospect sales calls
College degree in business administration or equivalent work experience
NASD license series 7 and 63 required
Preferred
CIMA, CAIA or CFA Charter holder preferred
Company
American Beacon Partners
American Beacon Partners, formerly known as Resolute Investment Managers, is a diversified asset management platform with affiliated and independent partnerships with more than 30 investment managers.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase