Regional Manager

🕒 il y a 4 jours

🏖️ New Jersey – Distant

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💵 $75 000 - $95 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

👔 Manager

👻 Score fantôme 0%

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🗣️🇸🇦 Arabe requis

🗣️🇺🇸🇬🇧 Anglais requis

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Logo of Saturna Capital

Saturna Capital

51 - 200 employés

Fondée en 1989

💸 Finance

👥 B2C

🤝 B2B

Finance • B2C • B2B

Saturna Capital est une société de gestion d'investissement qui propose des fonds communs de placement et des ETF gérés activement, ainsi que des services de courtage, de conseil en investissement, de fiducie et des solutions pour la retraite et les employeurs (y compris les services 401(k) et HSA). Saturna met l'accent sur l'investissement éthique et durable, en opérant des fonds Halal basés sur la foi (Amana) et des fonds Saturna axés sur la durabilité. L'accent est mis sur des stratégies d'investissement à long terme, disciplinées, avec peu de dettes et sur l'éducation des investisseurs. La firme sert à la fois des clients individuels et institutionnels/conseillers et liste des filiales dont Saturna Trust Company et Saturna Brokerage Services.

Description

• Support the Sales team • Generate sales of Saturna Capital-affiliated mutual funds by marketing to the American Muslim Community • Provide financial planning • Offer separate accounts • Manage territory and generate sales to meet objectives • Determine key relationships and develop a plan to increase client AUM • Cross-sell Saturna services including retirement plans and trust services • Attend multiple weekend conferences throughout the year • Present technical product knowledge in an innovative way • Leverage CRM insights through HubSpot • Follow company policies regarding industry rules and regulations for securities and investment products

🎯 Exigences

• Sales background required in mutual funds, separate accounts, or other financial industry products • Thorough understanding of values-based and sustainable investing strategies and products • FINRA SIE Exam, Series 7 and 66 licenses; existing holder of licenses or pass within six months of employment • Must be available for extensive travel and weekend work • Excellent written and verbal communication skills • Excellent presentation skills and closing skills • Bachelor’s degree in finance or other related field • Working knowledge of or ability to speak Arabic and/or Urdu

🏖️ Avantages

• 100% company-paid medical premium for employees • High-deductible plan offers full family coverage at no cost to employee • Health Savings Account with employer contribution • Employee Assistance Program • Regular Wellness activities • Supplemental insurance such as Long-Term Disability, Voluntary Life, Critical Illness • 401k with generous match • Profit sharing and annual performance bonuses • 11 personal and 10 vacation paid days off after first year of service • 10 paid holidays (per NYSE holiday schedule) • Paid Parental and Bereavement leaves • Up to $2,000 per month in childcare/tuition assistance • Adult continuing education and professional development assistance • Home-buyer assistance program • Remote position • Travel required

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