Advisor Relations Specialist for RIAs (Remote)

Saturna Capital Corporation; New Jersey; Remote; USD 85,000 - 145,000; Full time

Benefits offered by this job

Medical premium

HSA

Employee Assistance Program

401k with match

Profit sharing

Paid time off

Paid holidays

Parental leaves

Childcare assistance

Education assistance

Home-buyer assistance

Job summary

Saturna Capital Corporation, an independent asset manager specializing in sustainable investing, seeks an Advisor Relations professional. Remote position covering the East Coast with travel, responsible for selling Saturna mutual funds, ETFs and separate accounts to financial advisors and RIAs.

You will identify prospects, build relationships, expand existing accounts, and drive asset growth through expert service and cross-selling of retirement and trust services.

Qualifications

• Bachelor’s degree or equivalent required.
• FINRA SIE, Series 7, and Series 66 licenses required.
• Established relationships across Wirehouse, IBD, and RIA channels preferred.
• Working knowledge of Saturna products and mutual funds.
• Strong MS Word and Excel skills; familiarity with Apple computers preferred.
• Strong portfolio analytic skills and comfort with logic-based discussions.

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.
• Develop plans to increase client AUM within the territory.
• Cross-sell Saturna services, including retirement plans and trust services.
• Present technical product knowledge clearly to advisor audiences.
• Maintain activity records and pipelines using HubSpot.
• Adhere to securities industry rules and Saturna policies.

Skills

Sales experience

Communication skills

Presentation and closing

Time management

Independent work

Strong work ethic

Education

Bachelor’s degree or equivalent

FINRA SIE, Series 7, Series 66 licenses

Tools

MS Word

Excel

Apple computers

Job description

Saturna Capital Corporation, an independent asset manager specializing in sustainable investing, seeks an Advisor Relations professional. Remote position covering the East Coast with travel, responsible for selling Saturna mutual funds, ETFs and separate accounts to financial advisors and RIAs.

You will identify prospects, build relationships, expand existing accounts, and drive asset growth through expert service and cross-selling of retirement and trust services.