Regional Manager

Saturna-Capital-Corporatio; Dallas (TX); On-site; USD 75,000 - 150,000; Full time

Benefits offered by this job

Health Insurance

Health Savings Account (HSA)

401k with employer match

Profit sharing and bonuses

Paid time off and parental leaves

Education assistance and professional‑

Job summary

Saturna Capital Corporation in Dallas, TX is seeking an experienced Regional Manager to drive sales of affiliated mutual funds and deliver financial planning services within the Dallas–Fort Worth area. You will market to the American Muslim community and cross-sell services, including retirement plans and trusts.

The role requires a sales background in financial products, FINRA licenses (SIE, 7, 66) or progression within six months, and willingness to travel and work weekends.

Qualifications

• Sales background required in mutual funds or financial products.
• Understanding of values-based and sustainable investing strategies and products.
• FINRA SIE Exam, Series 7 and 66 licenses; existing holder or must obtain within six months of employment.
• Must be available for extensive travel and weekend work.
• Excellent written and verbal communication skills; excellent presentation and closing skills.
• Bachelor’s degree in finance or related field.

Responsibilities

• Manage territory and generate sales to meet objectives.
• Determine key relationships and develop a plan to increase client AUM.
• Cross-sell Saturna services including retirement plans and trust services.
• Attend multiple weekend conferences throughout the year.
• Present technical product knowledge in an innovative way.
• Leverage CRM insights through HubSpot.
• Follow company policies regarding industry rules and regulations for securities and investment products.

Skills

Sales experience

Excellent communication

Closing skills

Presentation skills

Arabic/Urdu language ability

Travel willingness

Education

Bachelor's degree in finance or related field

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Regional Manager

Full Time Dallas, TX, US

Salary Range: $75,000.00 To $95,000.00 Annually

Saturna Capital is seeking an experienced Regional Manager to support the Sales team in the Dallas-Fort Worth Metro Area. This position is responsible for generating sales of Saturna Capital-affiliated mutual funds by marketing to the American Muslim Community, providing financial planning, and offering separate accounts.

Expected Starting salary range : $75,000 – $95,000 annual base wage

Full range (with tenure) : $75,000 - $150,000 annual base wage

Primary duties include:

• Manage territory and generate sales to meet objectives
• Determine key relationships and develop a plan to increase client AUM
• Cross-sell Saturna services including retirement plans and trust services
• Attend multiple weekend conferences throughout the year
• Present technical product knowledge in an innovative way
• Leverage CRM insights through HubSpot
• Follow company policies regarding industry rules and regulations for securities and investment products

Required Education and Experience:

• Sales background required in mutual funds, separate accounts, or other financial industry products
• Thorough understanding of values-based and sustainable investing strategies and products
• FINRA SIE Exam, Series 7 and 66 licenses; existing holder of licenses or pass within six months of employment
• Must be available for extensive travel and weekend work
• Excellent written and verbal communication skills
• Excellent presentation skills and closing skills
• Bachelor’s degree in finance or other related field
• Working knowledge of or ability to speak Arabic and/or Urdu

Our Employee Benefits package includes:

• 100% company-paid medical premium for employees; High-deductible plan offers full family coverage at no cost to employee
• Health Savings Account with employer contribution, Employee Assistance Program, regular Wellness activities
• Supplemental insurance such as Long-Term Disability, Voluntary Life, Critical Illness
• 401k with generous match
• Profit sharing and annual performance bonuses
• 11 personal and 10 vacation paid days off after first year of service
• Paid Parental and Bereavement leaves
• Up to $2,000 per month in childcare/tuition assistance
• Adult continuing education and professional development assistance
• Home-buyer assistance program

Saturna Capital Corporation, established in 1989 in Bellingham, Washington, USA, is an independent, employee-owned investment advisor based in Bellingham, Washington, managing approximately $11 billion in assets for clients under management, providing investment advisory services to mutual funds, institutions, businesses, individuals, and endowments. Saturna Capital is adviser to the Amana Mutual Funds Trust, the oldest and largest family of funds in the US that follow principles of Islamic finance. Saturna Capital is also adviser to the US-based Saturna Funds.

We are an Equal Opportunity Employer and a Drug-free Workplace.

We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.