Senior Director, Intermediary Markets

🕒 June 12

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Aegon Asset Management

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🛡️ Insurance

💸 Finance

Insurance • Finance • Investment

Aegon Asset Management is a global investment firm with a focus on active asset management. They manage and advise on assets totaling over USD 361 billion and serve a diverse clientele, including pension plans, public funds, insurance companies, banks, wealth managers, family offices, and foundations. The firm organizes its investment capabilities around four global platforms: Fixed Income, Real Assets, Equities, and Multi-Asset & Solutions. Aegon Asset Management prides itself on offering in-depth research and active management across these platforms, with a commitment to delivering effective risk management and optimizing investment solutions for its clients.

📋 Description

• Drive sales of AAM products, within a defined geographic territory, through development and expansion of business relationships. • Leverage a deep understanding of varying RIA, FO and MFSA business models to design sales strategies around each framework. • Produce expected sales results and territory activity levels as defined by senior leadership. • Collaborate with sales and client service professionals, portfolio managers, research analysts, product specialists and marketing associates. • Position and differentiate AAM products against competitor firms/products. • Maintain a log of activities and opportunities in the Salesforce system. • Keep abreast of continuous developments in the economy and the financial services industry. • Manage data privacy risks and ensure compliance with company policy regarding the processing of personal and/or other sensitive data.

🎯 Requirements

• Bachelor’s degree in finance or related business field. • Ten years of related sales experience. • FINRA Series 7 and 63 (upon hire into this role, employee must obtain required licenses within 120 days; at the company’s discretion, employees will not be allowed to continue in role if required licenses are not obtained within 180 days). • In-depth intermediary investment product knowledge. • Proven results using a consultative sales process. • Broad range of client contacts. • Highly developed relationship management skills. • Advanced presentation and communication skills. • Attention to detail to document activities. • Ability to work a high energy, collaborative and competitive environment. • Proficiency using MS Office tools.

🏖️ Benefits

• Competitive Pay • Bonus for Eligible Employees • Pension Plan • 401k Match • Employee Stock Purchase Plan • Tuition Reimbursement • Disability Insurance • Medical Insurance • Dental Insurance • Vision Insurance • Employee Discounts • Career Training & Development Opportunities • Health and Work/Life Balance Benefits • Paid Time Off starting at 160 hours annually for employees in their first year of service • Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays) • Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars • Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child • Adoption Assistance • Employee Assistance Program • College Coach Program • Back-Up Care Program • PTO for Volunteer Hours • Employee Matching Gifts Program • Employee Resource Groups • Inclusion and Diversity Programs • Employee Recognition Program • Referral Bonus Programs