What are the responsibilities and job description for the Vice President of Sales position at Oak Ridge Investments?
Company Description
Oak Ridge Investments, LLC, is an investment management firm based in Chicago. Founded in 1989, Oak Ridge is dedicated to providing actively managed strategies to its clients. The firm currently oversees more than $2.1 billion in assets.
Role Description
The Vice President of Sales is responsible for the execution of all sales, service, and marketing related activities in their territory. The product structure is separately managed accounts in five growth equity categories with strong relative performance. The position will focus on wire house, independent and regional broker dealers, RIA firms, and other allocators to separately managed accounts. The VP of Sales is responsible for directly managing major markets within their territory with a client-centric, driven approach to the marketplace. Performance is measured by gross and net flows, assets under management, sales activities, client expansion and retention, as well as contribution to the overall growth of the firm.
Responsibilities
- Execute a sales strategy consistent with our sales goals with accountability for sales performance.
- Maintain and cultivate existing advisor relationships and aggressively expand into new advisor relationships for growth.
- Convey deep technical knowledge of the firm’s investment strategies.
- Document all activities such as calls, emails, meetings, and follow-up activities.
Qualifications
Compensation
Base ~100k with considerable commissions