Regional Sales Specialist – Model Portfolio Distribution
Core
Client-facing sales professional managing territory and client relationships to promote and sell Model Portfolios to advisors and institutions.
Role type
Regional Sales Specialist (Asset Management)
Builds
Model Portfolio offerings and services for individuals, advisors, institutions, and retirement plan sponsors
Domain
Asset Management / Investment Solutions
Deliverable
product features
Required skills
Territory management, new business development, strategic prospecting, client relationship management, sales negotiation, regulatory compliance knowledge, data analysis, presentation skills
Preferred skills
Asset Management sales experience, Model Portfolio sales experience, advanced territory management
Technologies
CRM systems, financial data platforms, proposal development tools
Responsibilities
Accelerate growth of Model Portfolios within a specific territory; Partner with Portfolio Construction Team and Product Strategists; Drive significant new business development from strategic prospects; Develop and execute relationship management strategy for target engagements; Assemble teams to deliver tailored presentations; Analyze complex data and trends to advise clients; Negotiate sales across a wide product and services portfolio