Regional Manager

Job not on LinkedIn

🔥 0 minutes ago

🤠 Texas – Remote

🤠 Texas – Remote

💵 $75k - $95k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

👻 Ghost score 0%

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Saturna Capital

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1989

💸 Finance

👥 B2C

🤝 B2B

Finance • B2C • B2B

Saturna Capital is an investment management firm that offers actively managed mutual funds and ETFs, brokerage, investment advisory, trust services, and retirement and employer solutions (including 401(k) and HSA services). Saturna emphasizes ethical and sustainable investing, operating faith-based (Amana) Halal funds and sustainability-focused Saturna funds, and highlights long-term, disciplined, low-debt investment strategies and investor education. The firm serves both individual and institutional/advisor clients and lists subsidiaries including Saturna Trust Company and Saturna Brokerage Services.

📋 Description

• Support the Sales team in the Dallas-Fort Worth Metro Area • 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

🎯 Requirements

• 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

🏖️ Benefits

• 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