Blue Bridge Financial, Inc. · 3 hours ago
National Sales Manager – Asset Management
United States
Full-time
Remote
Senior Level, Lead/Staff
8+ years exp
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Responsibilities
Develop and execute a comprehensive sales strategy for the company’s proprietary alternative investment products, aligning with overall business objectives.
Manage regulatory requirements necessary to ensure proper compliance.
Recruit and lead a national sales team including external reps, internal reps and national accounts resources to achieve and exceed sales targets.
Foster a culture of collaboration, accountability, and performance.
Build and nurture relationships with key stakeholders and COIs at Independent Broker Dealers and RIAs, including Principles, CIOs & Due Diligence Officers.
Expand the company’s distribution network by identifying and onboarding new strategic distribution partners.
Represent the company at industry events, conferences, and seminars to promote brand awareness and product offerings.
Qualification
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Required
Minimum of 8-10 years of sales experience in financial services, with at least 5 years in a leadership role.
Proven success in selling alternative investment products such as private credit and structured products primarily.
Deep understanding of alternative investments and financial markets.
Exceptional leadership and team management skills.
Strong interpersonal, negotiation, and communication abilities.
Analytical and process driven mindset with the ability to interpret data and make data-driven decisions.
Proficiency with CRM tools such as Salesforce and sales software.
FINRA Series 24, Series 7 and Series 63 required
Preferred
Relevant certifications (e.g., CFA, CAIA) are highly desirable.
Company
Blue Bridge Financial, Inc.
Founded in 2009, Blue Bridge Financial is a direct lender offering fast and flexible financing options.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$0.25M2014-12-15Seed· $0.25M
2013-10-24Private Equity
Leadership Team
Rob Snow
President & Chief Credit Officer
Recent News
Company data provided by crunchbase
