A leading asset management firm is seeking a VP of National Advisory Sales to identify and cultivate client relationships in the advisory sector. The ideal candidate will have over three years of sales experience and strong interpersonal skills. Responsibilities include initiating new business opportunities, collaborating with external sales teams, and maintaining relationships with RIAs and multi-family offices. The role demands flexibility for travel and requires NASD licenses 7 and 63, with CFA or equivalent preferred.
Qualifications
Three or more years sales experience.
Excellent sales skills and in-depth product knowledge.
Strong planning, organization, analytical and technical skills.
Responsibilities
Identify and cultivate prospects and clients.
Originate new investor relationships.
Develop and maintain relationships with RIAs and Advisory Platforms.
Skills
Sales experience
Excellent interpersonal skills
Presentation skills
Analytical skills
Education
College degree in business administration
Tools
NASD license series 7
NASD license series 63
Job description
A leading asset management firm is seeking a VP of National Advisory Sales to identify and cultivate client relationships in the advisory sector. The ideal candidate will have over three years of sales experience and strong interpersonal skills. Responsibilities include initiating new business opportunities, collaborating with external sales teams, and maintaining relationships with RIAs and multi-family offices. The role demands flexibility for travel and requires NASD licenses 7 and 63, with CFA or equivalent preferred.