Regional Director

🕒 May 9

⛰️ Colorado – Remote

⛰️ Colorado – Remote

💵 $100k - $125k / year

⏰ Full Time

🔴 Lead

👔 Director

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Frontier Asset Management, L.L.C.

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2000

💸 Finance

🤝 B2B

Finance • B2B

Frontier Asset Management, L. L. C. is a Sheridan, Wyoming–based registered investment adviser with over 20 years of experience developing risk-managed investment strategies and actively managed ETFs. The firm focuses on downside-conscious portfolio construction through proprietary processes like Dynamic Downside Focus and FundFusion, offering core, tax-managed, faith-based, conservative income, specialty strategies, and Active ETFs to financial advisors, RIAs, and broker-dealers. Frontier provides model strategies, advisor tools and resources (e. g. , portfolio analyzer, performance reports, webinars) and emphasizes consultative, B2B relationships with advisors rather than direct retail management.

📋 Description

• Work with RSC to actively develop relationships with existing or potential advisors • Attend and present at B/D conferences and events • Efficient use of technology including Salesforce, Pardot, Seismic • Present strategies in-person and through webcast and other sales tools • Update and maintain Salesforce CRM records of meetings • Maintain regional budget • Travel required 50-75% • Commitment to continuing education

🎯 Requirements

• Bachelors degree REQUIRED • a minimum of 5 years investment wholesale experience • Proven industry-established sales record • Deep industry relationships, preferably in the IBD and RIA space • Strong organizational skills with the ability to manage multiple projects • Excellent written, oral and verbal communication • Strong computer skills including: SalesForce, Pardot, Microsoft Office, Zoom • Strong financial services knowledge • Series 65 and or CFP® preferred

🏖️ Benefits

• 3 weeks of earned Paid Time Off • Paid holidays • Health, Dental, Vision, and Life Insurance • 401(k) • Potential additional 4% Employer Match for a total of 8%