Advisor Relations Lead - Grow RIA Partnerships & AUM

F.T. Specialist Inc.; New Jersey; Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

100% company-paid medical premium for

401k with generous match

Profit sharing and annual performance

Paid time off after first year

Job summary

Saturna Capital is seeking an Advisor Relations professional to generate sales of Saturna Capital–affiliated mutual funds, ETFs, and separate accounts to financial advisors in the Northeast region.

You will build new relationships, deepen existing ones, and deliver exceptional service with strong product knowledge across advisor channels. The role requires a bachelor’s degree, FINRA licenses, travel 25–50%, and excellent communication and closing skills.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• FINRA SIE Exam, Series 7, and Series 66 licenses
• Established relationships across Wirehouse, IBD, and RIA channels preferred
• MS Word and Excel proficiency; Apple familiarity
• Proven sales background in mutual funds or related products
• Understanding of values-based and sustainable investing strategies
• Ability and willingness to travel 25–50% (some weekends)
• Excellent written and verbal communication skills
• Strong presentation and closing skills
• Ability to work independently and manage time effectively
• Saturna product knowledge and mutual funds familiarity

Responsibilities

• Manage an assigned territory and generate sales to meet objectives.
• Identify advisor prospects and establish new relationships across RIA, wirehouse, and IBD channels.
• Cultivate relationships and provide ongoing service to Saturna clients.
• Determine key relationships within the territory and develop plans to increase client AUM.
• Cross-sell Saturna services, including retirement plans and trust services.
• Present technical product knowledge clearly to advisor audiences.
• Data-mine and maintain activity records and pipelines using HubSpot.
• Adhere to industry rules and Saturna policies regarding securities and investment products.

Skills

Sales experience

Relationship building

Licenses: SIE, Series 7, Series 66

MS Word & Excel

Communication skills

Presentation skills

Travel willingness

Financial industry knowledge

Independent work

Education

Bachelor’s degree

Tools

HubSpot

Job description

Saturna Capital is seeking an Advisor Relations professional to generate sales of Saturna Capital–affiliated mutual funds, ETFs, and separate accounts to financial advisors in the Northeast region.

You will build new relationships, deepen existing ones, and deliver exceptional service with strong product knowledge across advisor channels. The role requires a bachelor’s degree, FINRA licenses, travel 25–50%, and excellent communication and closing skills.