Regional Manager - Broker Dealer Segment (All outside Sales)


Company:: Managers Investment Group
Location:: Indianapolis, IN
Job Type:: Full Time
Category:: Asset Management

Yrs of Exp:: 5+ to 7 years
Posted:: 1/20/2013

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Job Description

We offer these strategies as single-asset-class components as well as complete investment solutions. Our wide range of mutual fund and separate account strategies are primarily sold to financial intermediaries across the U.S. This position will operate remotely in either Ohio/Indiana.

JOB SUMMARY:

The Regional Manager is responsible for new business development and client service through the broker/consultant channels within the specific geographic market within which they live.

ESSENTIAL FUNCTIONS:

Develops annual business plan and devises the necessary activity strategies, tactics and resources in order to achieve those goals and grow the assigned territory.
Develops, builds and maintains relationships with key brokers, consultants and clients within focus list of sponsor firms within home territory.
Meets with advisors, brokers and consultants in the assigned territory and educates them on SMA and Fund product lines
Tracks all meetings and sales events through CRM system.
Develops and maintains a professional sales presentation which can be adapted to a variety of audiences.
Performs new business and client review presentations.
Interacts with research staff to coordinate client service efforts.
Solid understanding of mutual fund advisory programs and UMA/SMA platforms in the broker dealer segment
Keeps abreast of the current economy, Client Portfolios, performance and future outlook.

ADDITIONAL RESPONSIBILITIES:

Educates and mentors internal client service associate.
Provides feedback from the field to appropriate individuals within the firm in order to enhance service and deliver a superior product.
Develops and shares value added pieces for use in the field.
Cross-pollinates ideas and sales leads across territories as well as across departments.

KNOWLEDGE, SKILLS AND ABILITIES:

Knowledge of the Investment Management Industry and key portfolio management concepts.
Understanding of separately managed accounts
Prioritizes, plans and takes initiative.
Relies on experience to make good decisions and to enhance problem-solving skills.
Communicates effectively and persuasively with colleagues, clients and brokers.

Excels in a fast-paced environment while meeting deadlines and executing responsibilities with minimal errors.
Promotes a team environment.
Supports and upholds Firm values and treats others with respect and consideration.
Acts as a role model and resource for junior employees and offers guidance.

EDUCATION AND EXPERIENCE:

Bachelor's preferably in marketing or a finance-related major.
Five plus years in the investment management industry.
Past experience selling and servicing mutual funds and separately managed accounts in this specific territory and channel
CFA, CIMA or CFP desirable.
Required licensees Series 6 or 7 and 63.
Valid driver's license.

INDEPENDENT ACTION:

Duties are performed independently, consulting with Managing Partner or Director of National Sales as needed.

DIRECT REPORTS:

Assists in the training and mentoring of the Investment Services Associates and acts as a resource for their knowledge and development.

PHYSICAL REQUIREMENTS: