6 Senior Vice President, Regional Director - Wealth Management Jobs in Los Angeles, CA
SORT BY
J
J
J
A
J
J
Senior Vice President, Regional Director - Wealth Management
$200k-269k (estimate)
Full Time
4 Weeks Ago
Aristotle Capital Management, LLC is Hiring a Senior Vice President, Regional Director - Wealth Management Near Los Angeles, CA
Who We Are:
With offices in Los Angeles, Newport Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide. Our mission is to help our clients reach their long-term financial goals with active portfolio management using our research-driven investment framework. Aristotle attracts and retains talented investment professionals through a culture focused on research, investment management and client success.
We are currently seeking a Senior Vice President, Regional Director - Wealth Management to join our team.
The SVP, Regional Director - Wealth Management Group will assist the Company and its affiliates with their sales and marketing efforts within the wealth management channel. This position will have geographic emphasis on the mountain states portion of the US including CO, UT, NM, WY, ID, and MT.
What You Will Do:
At Aristotle, we stand by our core values.
Please note that the pay range provided is a good faith estimate for the position at the time of posting. Actual compensation will be dependent on factors, including but not limited to, the individual's qualifications, relevant experience, knowledge, skills, education, internal equity, and physical work location within the state.
This position will have geographic emphasis on the mountain states portion of the US including CO, UT, NM, WY, ID, and MT. Preference is to be located in CO.We are looking for exceptional individuals who are intelligent, enthusiastic, and curious, someone who will contribute to our expanding business. An ideal candidate would not limit their contribution to the provided job description but would help us surpass our goals by continually finding ways to improve themselves and the firm. If you would like the stability of a successful, established company and the growth opportunities of a dynamic environment, we look forward to hearing from you.
With offices in Los Angeles, Newport Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide. Our mission is to help our clients reach their long-term financial goals with active portfolio management using our research-driven investment framework. Aristotle attracts and retains talented investment professionals through a culture focused on research, investment management and client success.
We are currently seeking a Senior Vice President, Regional Director - Wealth Management to join our team.
The SVP, Regional Director - Wealth Management Group will assist the Company and its affiliates with their sales and marketing efforts within the wealth management channel. This position will have geographic emphasis on the mountain states portion of the US including CO, UT, NM, WY, ID, and MT.
What You Will Do:
- Implement a territory sales and service strategy with the primary objective to increase sales of Aristotle's investment strategies.
- Coverage will be specific to broker dealers with an emphasis on Wirehouse.
- 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.
- 10 years of relevant financial-services industry work 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 7: required
- Series 63 or 66: required
- Clean U4/5: required
- Existing relationships primarily within the Wirehouse - Wealth Management 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
- Robust Health, Dental, and Vision insurance for you and your dependents
- 401(K) Retirement Plan with Employer Matching
- A culture that values inclusivity
- Flexible Paid time off, including annual Employee Volunteer Day
- Life, Critical Illness, Disability, and Accidental Injury Insurance
- Employee Assistance Program
- Various Company events throughout the year
- Employee Discount Program
At Aristotle, we stand by our core values.
- We place our clients' interests first.
- We act with integrity.
- We achieve excellence through accountability and collaboration.
- We empower our employees.
- We are respectful.
- We value community.
Please note that the pay range provided is a good faith estimate for the position at the time of posting. Actual compensation will be dependent on factors, including but not limited to, the individual's qualifications, relevant experience, knowledge, skills, education, internal equity, and physical work location within the state.
This position will have geographic emphasis on the mountain states portion of the US including CO, UT, NM, WY, ID, and MT. Preference is to be located in CO.We are looking for exceptional individuals who are intelligent, enthusiastic, and curious, someone who will contribute to our expanding business. An ideal candidate would not limit their contribution to the provided job description but would help us surpass our goals by continually finding ways to improve themselves and the firm. If you would like the stability of a successful, established company and the growth opportunities of a dynamic environment, we look forward to hearing from you.
We have updated our Privacy Policy on October 7, 2020 ("New Privacy Policy"). Please read the policy carefully. By using this website you are agreeing to the terms of our New Privacy Policy. Click here to review the new Privacy Policy.
Job Summary
JOB TYPE
Full Time
SALARY
$200k-269k (estimate)
POST DATE
08/14/2024
EXPIRATION DATE
10/13/2024
WEBSITE
aristotlecap.com
HEADQUARTERS
Los Angeles, CA
SIZE
100 - 200
Related Companies
Show more
Similar Jobs
Popular Articles
Top 10 Things to Avoid Putting on a Job Application
Read Article
How to Describe Your Education in a Resume
Read Article
How to Write a Memorable Cover Letter in 5 Ways
Read Article
4 Personal Finance Tips to Make During Job Transition
Read Article
4 Best Camera Setups for Interview
Read Article
Keeping a Job Search Journal: 9 Types of Journaling You Can Do
Read Article
