VP, RIA Regional Director - Midwest jobs in United States
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Future Standard · 6 hours ago

VP, RIA Regional Director - Midwest

Future Standard is a global alternative asset manager serving institutional and private wealth clients, and they are seeking a VP to solicit, promote, and encourage sales of securities for Registered Investment Advisor clients. The successful candidate will build relationships in the RIAs market, develop fundraising plans, and leverage internal resources to grow market share and maintain client relationships.

Asset ManagementFinancial ServicesReal Estate Investment

Responsibilities

Build consultative relationships in the RIAs market and grow market share with top financial advisors and key centers of influence in the RIA channel for FS Investments
Develop and implement a fundraising plan for the RIA market, utilizing fully the FS Investments business plan template
Become the product specialist for investments offered to the RIA client base
Work closely with internal resources to implement territory plan, prospect and maintain existing firm relationships
Fully leverage the firm’s CRM platform, including logging all contact data and client profile information, as well as creating reports to analyze sales data
Master the firm’s investment messaging
Be a student of the markets and effectively add value to advisor consultations through a holistic view of their business
Represent the firm at regional and national conferences
Consistently improve and develop product knowledge, sales skills and efficiencies through active involvement in company training, education and professional development programs
Study and learn the firm’s language and sales process, to deliver a consistent experience for clientele of the Broker and its Affiliates
Effectively leverage senior executives in the sales process in territory management
Work closely with the Broker’s National Accounts group to identify and execute on specific firm and advisor initiatives
Fully adhere to and reinforce standards of Future Standard Code of Conduct
Extensive Travel Required. Central Region Focus

Qualification

RIA sales experienceFINRA Series 7 licenseCRM systems proficiencyInvestment management knowledgeRegulatory knowledgeCommunication skillsOrganizational skillsConflict management skills

Required

7+ years' of experience of RIA sales experience related to the role
FINRA Series 7 license required
Established relationships at focus firms within territory
Experience using CRM systems (Salesforce.com) and established proficiencies in Microsoft Office Suite
Ability to excel individually when limited resources are available
In depth investment management and general market knowledge
Strong business acumen and demonstrated proficiency in general business disciplines and software applications
Strong working knowledge of regulatory (FINRA, SEC, etc.) rules
Strong verbal/written communication skills and presentation skills
Ability to synthesize and present complex information in a way that facilitates understanding
Strong organizational skills and the ability to manage multiple competing projects with finite resources
High standards for accuracy and work quality
Ability to operate and manage comfortably and effectively in a fast-paced, competitive environment
Effective conflict management skills
Ability to identify and lead process improvement while operating within established guidelines
Ability to use seasoned judgment by applying broad knowledge and experience when addressing complex issues

Preferred

Bachelor's degree in business, finance, or economics preferred

Company

Future Standard

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Future Standard is a global alternative asset manager that makes investments in credit, real estate, and private equity.

Funding

Current Stage
Late Stage

Leadership Team

W
William Goebel
Managing Director
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