Executive Director, Wealth Strategies Group - Wirehouse & Independent Broker-Dealers, South Region
Core
Represent advanced investment strategies for High-Net-Worth investors through Wirehouse and Independent Broker-Dealer channels in the South Region, focusing on customized portfolios, tax management, and specialized solutions.
Role type
Senior sales specialist (HNW wealth strategies)
Builds
Client relationships and AUM growth for major Wirehouse and Independent Broker-Dealer clients
Domain
Wealth management / Asset management
Deliverable
product features
Required skills
Sales experience, advanced investment strategy knowledge, FINRA Series 7/63/66, client relationship management, strategy training, territory business planning
Preferred skills
CFP, CAIA, leadership skills, independent work, complex strategy communication, travel adaptability
Technologies
CRM systems, investment platforms
Responsibilities
Represent product distribution at Wirehouse and Independent Broker-Dealers within the South Region; Identify client needs and coordinate efforts to service assigned advisors; Provide technical and sales support to partners; Conduct strategy training meetings for advisors and regional management; Fulfill the business plan for the territory; Collaborate with internal specialists and wholesalers.
Seniority
Senior, hands-on IC