What are the responsibilities and job description for the Regional Business Manager position at Abacus Group, LLC?
Abacus Group, LLC is seeking a highly motivated individual as Regional Director (External) for their San Francisco office. In this role, you will be responsible for driving business growth through strategic investments and relationship-building.
Key Responsibilities:
- Oversee investment process and strategy development
- Build and maintain strong relationships with key stakeholders
- Lead the sales process from prospecting to implementation
- Foster ongoing relationship growth and development
- Collaborate effectively with cross-functional teams
- Develop and deliver advanced sales presentations on portfolio strategies
Requirements:
- Bachelor's degree, Master's degree preferred
- Minimum 3 years of external financial services sales experience
- Strong RIA channel expertise required
- Existing coverage/relationships is highly valued
- Deep understanding of financial markets
- Able to drive market share expansion
- Skilled in Salesforce
- Series 7 and 63 licensure mandatory
