What are the responsibilities and job description for the Regional Director | Sales and Distribution position at Macquarie Bank Limited?
Regional Director | Sales and Distribution
Washington DC
14-Jan-2025
Permanent - Full time, Mid-senior
Asset Management, Business Development & Sales
An excellent opportunity has arisen with Macquarie Asset Management to join our sales team as a Regional Director for Washington DC Metro / Western Maryland / Virginia.
At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 34 markets and with 55 years of unbroken profitability. You’ll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes.
What role will you play?
As a Regional Director for Washington DC Metro / Western Maryland / Virginia, you will leverage your deep relationships with wirehouses, financial advisors, and broker-dealers to build asset growth and firm profitability by enhancing strategic relationships through a consultative sales model. You will sell mutual funds and separately managed accounts, consult and advise financial advisors with value-added strategies to increase growth of their practice, and expand and deepen relationships to meet or exceed sales targets. Additionally, you will maintain CRM databases with accurate and up-to-date activity, sales pipeline, and advisor information.
What you offer
- Bachelor’s Degree in Business, Finance, or related field with extensive wholesaling experience and proven track record of growing the territory of DC / MD / VA region
- Residing in or relocating to territory, with ability to travel extensively within region
- Series 7 and 66 (or 7, 63, and 65) licenses required, along with a clean U-4 and compliance record
- CIMA, CFP, CFA or other industry designations highly preferred
- Deep knowledge of and extensive existing relationships within the wirehouses of DC / MD / VA.
We love hearing from anyone inspired to build a better future with us; if you're excited about the role or working at Macquarie we encourage you to apply.
Our commitment to diversity, equity and inclusion
We are committed to providing a working environment that embraces diversity, equity and inclusion. As an inclusive employer, Macquarie does not discriminate on the grounds of age, disability, sex, sexual orientation, gender identity or expression, marriage, civil partnership, pregnancy, maternity, race (including color and ethnic or national origins), religion or belief.
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