South Atlantic Regional Director, Wealth and Asset Management

Overview

The organization is seeking an experienced relationship-builder and sales professional to support Wealth & Asset Management Solutions (WAMS). This team distributes and supports proprietary and selected third-party asset management products and services across multiple channels, and partners with Offer Management, Product, and Marketing to provide investment solutions, education, and resources to consultants and advisors.

This is a telecommute position with regular travel within the territory. You must live within the territory once assuming the position.

Responsibilities

• Own acquisition and growth for managed investing solutions and selected third-party offerings across the assigned territory.
• Build durable, trusted relationships with Financial Consultants, branch leaders, and regional partners; tailor engagement to the needs and opportunities within each branch and advisor practice.
• Serve as a strategic thought partner to help advisors identify prospective clients, uncover needs, and position investment solutions appropriately.
• Join advisor meetings with existing and prospective clients to provide clear, balanced education on investment strategies and solutions.
• Develop deep knowledge of investment philosophies, portfolio construction, holdings, product features, and the client needs each solution is designed to address.
• Create and deliver relevant sales ideas, product updates, and market-informed education that make complex investment concepts easier to understand and use.
• Lead branch education and the rollout of new products, enhancements, and key business initiatives.
• Develop and execute an in-market client event strategy, including branch meetings, client and prospect events, webcasts, and other educational programs.
• Use Salesforce, Tableau, and other reporting tools to manage opportunities, prioritize outreach, and analyze regional flows, trends, and participation.
• Collaborate across WAMS and with business development, wealth management, banking, product, marketing, and investment partners to deliver a coordinated experience.
• Manage the territory with a strong field presence and regular travel for branch visits, client meetings, and organization-sponsored events.

Requirements

• Active and valid FINRA Series 7 and 66 licenses.
• Bachelor’s degree.
• Substantial experience in consultative sales, business development, or relationship management, with a demonstrated record of building trust and delivering results.
• Substantial experience in financial services, wealth management, investment management, portfolio management, investment consulting, or a closely related field.
• Strong working knowledge of investment products and portfolio concepts, with the ability to explain philosophy, process, portfolio construction, holdings, risks, and client fit in clear language.
• Ability to influence through partnership, navigate a complex organization, and work effectively with a wide range of advisor, client, and internal stakeholder styles.
• Confident written and verbal communication skills, including the ability to present to individuals, small groups, and larger audiences.
• Sound judgment, personal accountability, and the ability to independently prioritize and manage a geographically dispersed territory.
• Ability and willingness to travel regularly throughout the territory.

Preferred Qualifications

Helpful, but not required:

• Experience distributing managed accounts, separately managed accounts, wrap programs, asset management solutions, or related wealth management offerings.
• Experience partnering with financial advisors, branch networks, registered investment advisors, institutional consultants, or other intermediary channels.
• A record of developing a sales territory through segmentation, disciplined follow-up, client events, and opportunity management.
• Experience using CRM and business intelligence tools such as Salesforce and Tableau.
• Experience coaching, mentoring, onboarding, or sharing sales and investment best practices.
• CFA, CIMA, CFP certification, MBA, or other relevant advanced education or designation.