Internal Sales Director

Victory Capital Management; Boston (MA); On-site; USD 52,000 - 55,000; Full time

Benefits offered by this job

Medical insurance

Dental coverage

Vision coverage

Flexible PTO

Tuition reimbursement

401(k) with employer match

Job summary

Victory Capital Management is seeking an Internal Sales Director to combine investment industry knowledge with sales reporting and territory management. You will support a sales territory and work with a Regional Sales Director to drive new business and manage client relationships.

The role emphasizes telephone selling, travel within the territory, and collaboration with Portfolio Management. Base plus commissions and comprehensive benefits are provided.

Qualifications

• Bachelor’s degree and 2 years of equivalent work experience.
• Series 6 and 63 required; Series 7 within three months of hire.
• Strong knowledge of stocks, bonds, international investing, and currencies.
• Team-oriented and self-motivated with strong communication skills.

Responsibilities

• Collaborate with Regional Sales Director to implement territory marketing and sales plans.
• Initiate sales calls and emails to financial professionals to promote Victory products.
• Provide post-meeting follow-up information to obtain feedback and identify needs.
• Develop new prospects and maintain relationships to grow territory sales.
• Travel within the territory to generate sales.
• Coordinate virtual calls with Portfolio Management team.
• Prepare investment reports and research to generate new business.
• Leverage data to target the right advisors and shorten the sales cycle.
• Utilize Salesforce, Power BI and in-house tools to manage the sales workflow.
• Provide inbound queue coverage for product, sales, and marketing questions.

Skills

2 years experience

Series 6/63

Series 7 within 3 months

Financial markets knowledge

Team-oriented

Strong communication

Flexibility with schedule

Travel readiness

Education

Bachelor's degree

Tools

Salesforce

Power BI

Job description

Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm. We serve institutional, intermediary, and individual clients through our Investment Franchises and Solutions Platform, which manage specialized investment strategies across traditional and alternative asset classes. Our differentiated approach combines the power of investment autonomy with the support of a robust, fully integrated operational and distribution platform. Clients have access to focused, top-tier investment talent equipped with comprehensive resources designed to deliver competitive long-term performance.

Victory Capital is headquartered in San Antonio, Texas. To learn more, visit www.vcm.com or follow us on Facebook, Twitter (X), and LinkedIn.

General Summary and Purpose:

The Internal Sales Director role will combine a basic knowledge of the investment management business, the ability to produce sales reporting and business intelligence for the team, and the support of a sales territory alongside a Victory Capital Regional Sales Director. The Internal Sales Director provides effective telephone sales and territory management support for the territory. Base plus commissions

You will report to the Head of Internal Sales Directors, Practice Management and Sales Enablement Strategists.

You Will:

• Work together with the Regional Sales Director in the implementation and execution of the territory marketing and sales plan.
• Spend approximately 75-80% of time initiating sales calls and emails to financial professionals in order to promote and sell Victory products.
• Contact financial advisors after Regional Sales Director visits to provide additional information, obtain feedback about the meeting and utilize needs-based selling techniques to inquire about additional product needs.
• Develop new prospects and maintain existing relationships in order to increase sales in the territory.
• Travel within territory to help generate sales
• Facilitate virtual calls for advisors with Portfolio Management team.
• Prepare and provide hypothetical investment reports and research in order to generate new business in the territory.
• Leverage advisor and industry data to target the right advisor with the right product to sell smarter and shorten the sales cycle.
• Use technology and AI tools like Saleforce, Power BI and in-house tools to quarterback the sales process for the territory.
• Provide inbound phone queue coverage, as necessary, responding to product, sales and marketing questions presented by advisors calling the department’s inbound 800 number.
• Rely on extensive industry knowledge and experience in order assist the wholesaler in achieving established sales goals for the territory.

You Have:

• Bachelor’s degree and 2 years equivalent work experience.
• Series 6 and 63 required.
• Series 7 mandatory within three months of date of hire. Preferred at time of hire
• Knowledge of the financial marketplace including, but not limited to: stocks, bonds, international investing, currency, etc.
• Team-oriented and self-motivated.
• Strong verbal and written communication skills.
• Flexible with work schedule.
• Some nights and weekends and some travel are required.

Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.

Target Compensation:

The target base salary range for this position is $52,000 - $55,000 (plus commissions)

Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant’s skills and prior relevant experience, certain degrees, and certifications.

Victory Capital Management operates a pay-for-performance compensation philosophy and total compensation may vary based on role, location, department and individual performance.

Victory Capital Management’s total compensation package includes the opportunity for annual compensation bonuses and/or commissions and a generous benefits package.

We are committed to equal employment opportunity without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, height, weight, hair texture or a hairstyle historically associated with race to include braids, locks, or twists; or any other characteristic protected by applicable federal, state, or local laws and ordinances.

Equal Opportunity Employer
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