Global Value Sales Director — Intermediated Wealth Growth

Artisan Partners; Milwaukee (WI); On-site; USD 125,000 - 175,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

A financial services firm based in Milwaukee is looking for an experienced sales professional to join their distribution team. The role involves developing and executing sales strategies in the intermediated wealth channel, addressing client needs with effective messaging. Candidates should have at least 10 years of sales experience, relevant licenses, and excellent organizational skills. The position offers a competitive salary range of $125,000 - $175,000 and a discretionary bonus based on performance.

Qualifications

• At least 10 years of sales experience with a proven track record.
• Knowledge of financial markets and investment products is essential.
• Ability and willingness to travel extensively.

Responsibilities

• Develop and execute a go-to-market sales plan.
• Create client-centric messaging for the wealth channel.
• Identify actionable prospects and close new business opportunities.
• Collaborate with internal teams to ensure successful execution.

Skills

Sales experience

Strong interpersonal skills

Analytical skills

Communication skills

Organizational skills

Education

Bachelor’s degree

Tools

FINRA Series 7 & 63 licenses

CFA

CIMA

CAIA designation

Job description

A financial services firm based in Milwaukee is looking for an experienced sales professional to join their distribution team. The role involves developing and executing sales strategies in the intermediated wealth channel, addressing client needs with effective messaging. Candidates should have at least 10 years of sales experience, relevant licenses, and excellent organizational skills. The position offers a competitive salary range of $125,000 - $175,000 and a discretionary bonus based on performance.