Northeast Advisor Channel Director — Remote

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

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.