Regional Director, Field Sales – NY Advisors

Alger; New York (NY); On-site; USD 113,000 - 138,000; Full time

Job summary

Alger seeks a VP, Regional Director to lead field sales across New York (excluding Upstate) and to build strong relationships with broker-dealers, independent BD and RIA advisors. The role requires spending no less than 80% of time in the field, representing Alger’s mutual funds, ETFs and separate accounts.

You will collaborate with Regional Associates to expand market share, execute business plans, and communicate Alger’s investment philosophy.

Qualifications

• Undergrad degree or equivalent.
• GPA 3.0+ on a 4.0 scale (undergrad degrees before 2016 will not require a 3.0).
• 10+ years of investment and financial services experience preferred.
• FINRA Series 7 and 63 registrations in accordance with Alger’s licensing policy.
• Proven results and demonstrated sustainable achievement in a financial sales environment.
• Ability to demonstrate industry and product knowledge by understanding the competition, the client and marketplace.
• Excellent written and verbal communication skills with internal colleagues and external partners.

Responsibilities

• Develop new and build upon existing relationships within the territory.
• Grow Alger’s market share within the territory.
• Work with Regional Associates to generate greater sales and asset growth.
• Thoroughly communicate Alger’s product philosophy and positioning (The Alger Story).
• Adhere to compliance guidelines including pre-approved marketing materials and licensing.
• Fulfill administrative duties such as CRM/call reports and meetings.
• Develop annual sales and marketing plans.

Skills

Leadership skills

Storytelling

Relationship building

Sales skills

Travel readiness

CRM experience

Education

Undergraduate Degree

GPA 3.0+

FINRA Series 7 & 63

Tools

Salesforce

Job description

Alger seeks a VP, Regional Director to lead field sales across New York (excluding Upstate) and to build strong relationships with broker-dealers, independent BD and RIA advisors. The role requires spending no less than 80% of time in the field, representing Alger’s mutual funds, ETFs and separate accounts.

You will collaborate with Regional Associates to expand market share, execute business plans, and communicate Alger’s investment philosophy.