Director, Advisor Channel – Northeast External

Fundfire; Shelton (CT); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Quarterly incentive compensation

Full benefits package

401k match

Job summary

A financial services company in Shelton, CT seeks a Director for its Advisor Channel. The successful candidate will oversee sales initiatives throughout the Northeast, managing relationships with financial advisors and broker-dealers. Key qualifications include a Bachelor’s degree, FINRA Series 7 and 63, and at least 5 years of experience in the intermediary channel. A competitive salary of $80,000 - $100,000, plus incentives and benefits, is offered. Opportunity for growth within the organization is emphasized.

Qualifications

• 5+ years of experience within the intermediary channel.
• Experience with broker dealers and RIAs.
• Considerable experience in mutual funds, ETFs, SMAs.
• Strong credibility establishing skills.
• Ability to work independently and thrive under pressure.

Responsibilities

• Drive sales initiatives through various meetings.
• Provide leadership as a mentor and coach.
• Develop an internal focus on client service.

Skills

Interpersonal skills

Problem solving

Written communication

Verbal communication

Organizational skills

Sales motivation

Education

Bachelor's degree

MBA

Tools

FINRA Series 7

FINRA Series 63

FINRA Series 65 or 66

Job description

Director, Advisor Channel – Northeast External (PA, NJ, NY, CT, RI, MA, NH, VT, ME)

Shelton Capital Management is seeking an experienced sales representative to oversee the Northeast Division. We are looking for a sales professional to increase sales of our investment products by developing and nurturing relationships directly with financial advisors affiliated with Broker/Dealers, Independent Registered Investment Advisors, Trust Companies, and Family Offices. This position is for a market leader who takes a long‑term view of advisor relationships and territory success. A successful candidate understands the big picture of how a large territory can effectively be covered with the goal of increasing territory revenue through individual success and mentoring a team to increase overall coverage and success.

Key responsibilities & duties include, but not limited to:

• Coordinate and participate in driving sales initiatives that include in‑person meetings, phone calls, zoom calls, marketing, and on‑site visits featuring a wide range of asset management strategies.
• Provide leadership in identifying and developing strategies/initiatives and act as leader, coach, and mentor to internal resources. Participate as a subject matter expert and execute sales initiatives, internal/external communication, and client project deliverables.
• Develop an internal professional to focus on providing authentic client service, professionalism, and contributing to the attainment of sales goals for the advisor channel.

Ideal qualifications and experience:

• Bachelor’s degree required, MBA is a plus.
• FINRA Series 7 and 63 Required.
• FINRA Series 65 or 66 Required within 90 days of hire.
• 5+ years of experience within the intermediary channel including experience with broker dealers and RIAs.
• Considerable experience in understanding and selling mutual funds, ETFs, SMAs and a deep understanding of the financial advisory business.
• Strong interpersonal skills and the ability to quickly build credibility and gain the confidence of clients and individuals at all levels.
• Problem solving skills, ability to handle multiple tasks, manage interruptions, and meet deadlines. Strong written and verbal communication skills required.
• Ability to work independently and remotely as well as thrive under pressure from deadlines and sales goals.
• Exemplifies highest level of professionalism and ethical standards.
• Strong organization skills and the ability to prioritize and manage multiple tasks.
• Passion to deliver on our commitment in delivering authentic client service.
• Motivation to succeed and grow with our organization.

Shelton Capital Management offers a competitive base salary of $80,000 - $100,000 based on experience, plus a lucrative quarterly incentive compensation program. Total compensation package will include base salary, incentive compensation package, plus the option for a full benefits package paid for by Shelton, and a 100% match on 401k contributions. We have grown roughly 20% each year over the past 10 years and are looking for great people to help support our growth into the future.