Regional Sales Specialist – Model Portfolio Distribution
Core
Client-facing sales professional managing territory and client relationships to promote and sell Model Portfolios.
Role type
Senior IC regional sales specialist (asset management)
Builds
Model Portfolio offerings and services for advisors and institutions
Domain
Asset Management / Financial Services
Required skills
territory management, new business development, strategic prospecting, client relationship management, sales negotiation, regulatory compliance, data analysis, presentation skills, team leadership
Preferred skills
Asset Management sales experience, Model Portfolio sales experience, advanced territory management, public speaking
Technologies
CRM systems, sales analytics tools, presentation software
Responsibilities
Accelerate growth of Model Portfolios within a specific territory; identify and qualify strategic prospects; develop trusted advisor relationships; negotiate sales across product portfolio; partner with Portfolio Construction Team and Product Strategists; assemble teams for tailored client presentations; analyze complex data and industry trends to advise clients.
Seniority
Senior, hands-on IC