Regional Director, External Wholesaler, Texas / Midwest
Core
Selling municipal bond separately managed accounts to financial advisors in the Texas and Midwest regions to drive asset growth for a fixed income investment firm.
Role type
Regional Director, External Wholesaler
Builds
Fixed income separately managed accounts for high-net-worth and institutional investors
Domain
Asset Management / Fixed Income
Deliverable
client delivery
Required skills
proactive sales presentations, territory management, advisor profiling, portfolio construction support, relationship building, follow-up execution
Preferred skills
established RIA and bulge bracket distribution channel relationships, fixed income expertise, separately managed account knowledge
Technologies
N/A
Responsibilities
Conduct proactive telephone and in-person sales presentations to top tier advisors; Partner with leadership to drive asset growth through territory plans; Profile advisors to identify needs and position investment solutions; Provide portfolio construction and practice management support; Execute consistent follow-up to advance sales processes; Manage assigned territory efficiently.
Seniority
Senior, hands-on IC