Senior Vice President, Regional Director – RIA

5 hours ago

🌽 Illinois – Remote

Although this job is listed in Illinois, this company may be open to hiring remote in other states.

🌾 Iowa – Remote

Although this job is listed in Iowa, this company may be open to hiring remote in other states.

+9 more states

🌽 Illinois – Remote 🌾 Iowa – Remote 🌪️ Kansas – Remote 🌾 Nebraska – Remote 🌾 North Dakota – Remote 🏈 Ohio – Remote 🚗 Michigan – Remote ❄️ Minnesota – Remote 🏰 Missouri – Remote 🗿 South Dakota – Remote 🧀 Wisconsin – Remote

💵 $150k - $200k / year

⏰ Full Time

🟠 Senior

👔 Director

🦅 H1B Visa Sponsor

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Aristotle

WebsiteLinkedInAll Job Openings

Finance • Fintech • Investment

Aristotle is an asset management organization that focuses on long-term investment strategies, managing over $100 billion in assets across various affiliates globally. The firm specializes in both equity and fixed income portfolio management for institutional and advisory clients, utilizing a research-driven investment framework to help clients achieve their financial goals. With a strong commitment to sustainable investing and an experienced leadership team, Aristotle operates through its multiple investment affiliates, each offering distinct investment solutions.

201 - 500 employees

💸 Finance

💳 Fintech

📋 Description

• Assist the Company and its affiliates with their sales and marketing efforts within the RIA and Bank channels. • Implement a territory sales and service strategy with the primary objective to increase sales of Aristotle’s investment strategies. • Coverage will be specific to RIAs and Banks Trust. • Manage multi state territory with objective of maintaining a high level of client service while simultaneously growing territory assets. • Ability to discuss multiple investment solutions across different asset classes. • Travel as needed to effectively raise assets.

🎯 Requirements

• 10+ years of relevant financial-services industry work experience: required • 5+ years of relevant financial-services industry sales and marketing experience: required • Prior experience as an internal and external sales professional: required • Solid, consistent, and progressive work history: required • Bachelor’s degree from accredited college or university and strong academic background: required • Advanced/Master’s degree or professional certificate (CFA, CFP, MBA): desired • Series 6 or 7: required • Series 63 or 66: required • Clean U4/5: required • Existing relationships within the RIA and Bank Trust channels: highly desired • Working knowledge of SMA, UMA, mutual funds: required • Proactive phone work: required • Proven track record of success in managing multi state, multi strategy sales territory: required • Face-to-face client meetings/presentations skills and experience: required • Knowledge driven consultative sales process: required • Familiarity with Salesforce, Discovery Database: desired

🏖️ Benefits

• Comprehensive health, dental, and vision insurance for you and your dependents • 401(k) with employer matching • Paid time off, including an annual Employee Volunteer Day • Life, Critical Illness, Disability, and Accidental Injury Insurance • Employee Assistance Program • Inclusive and supportive workplace culture • Company events and employee discount programs