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, institutions, and retirement plan sponsors
Domain
Asset Management / Financial Services
Deliverable
product features
Required skills
territory management, new business development, client relationship management, sales target achievement, prospect identification and qualification, strategic partnership building, regulatory compliance knowledge, data analysis for sales performance, negotiation
Preferred skills
Model Portfolio sales experience, advanced sales and service skills, advanced territory management, presentation and public speaking
Technologies
CRM systems, financial data analytics tools, proposal development platforms
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; Partner with marketing to develop promotional materials; Assemble teams to deliver tailored presentations; Analyze complex data and industry trends to advise clients; Negotiate sales across a wide product portfolio
Seniority
Senior, hands-on IC