One of the Nation’s finest Investment Firms in the US. They believe that all investors benefit from consistent, long-term and diversified approaches to investing. They are determined to maintain clear and unambiguous integrity in all our dealings and operations. Through adherence to these principles, they aspire to deliver competitive, risk-adjusted performance over time.
Seeking Investment Professionals! Sales Manager/Managing Director Looking for a Career! Change!
Become part of the New Regional Expansion Team for one of the Top Financial Advisory firms in the Nation today!
We are looking for highly flexible individuals who excel in both business development and relationship management. This position requires an exceptionally motivated passionate individual who is driven to be successful. The successful candidate will be accustomed to a high level of daily sales activity…selective business development does not work.
The individual must be capable of networking and developing relationships with attorneys, accountants, trust and estate executives, insurance professionals or others who can introduce him/her to high net worth individuals who have the potential to become clients. Once these individuals become clients, the Advisor is responsible for helping them devise investment programs appropriate to their personal financial situation. He/she must be thoroughly familiar with strategies being employed in each of the portfolios. Actual investment decisions are made by the firm’s investment policy groups.
The Managing Partner could come from banking, investment banking, insurance, and law . He/she must have a proven track record of selling products or services to sophisticated customers, regardless of industry. A financial stripe is preferable (MBA or finance related background) but not necessary. What is important is that the candidate has an interest in the capital markets, and can see themselves as being, or developing as an investment professional.
The ideal candidate will be:
Experienced in sales with a proven track record selling and managing large sophisticated clients
Driven to win, ambitious, self-motivated and highly entrepreneurial
Ethical
Likeable, charismatic and good at relating to different types of people
Able to function in an intellectual and demanding environment
Comfortable with the consultative development process
Articulate and able to explain with confidence financial products, services and concepts in ways appropriate to the audience
The successful candidate will participate in a corporate based support program with the company’s senior executives. The training program focuses on learning the company’s history, including the company’s marketing activities, services and methodology.
COMPENSATION: competitive
Base salary will be paid including production-based bonus income.
Ohio Only..Northern Kentucky ONLY
For Consideration:
Please email to set up a time to meet: reply to
Business Development Director
