Demo

SVP, Regional Director

Opportunities with Angel Oak
New York, NY Full Time
POSTED ON 1/16/2025
AVAILABLE BEFORE 3/13/2025

Angel Oak Capital Advisors is an investment management firm focused on providing compelling fixed income investment solutions for its clients. Backed by a value-driven approach, Angel Oak Capital seeks to deliver attractive risk-adjusted returns through a combination of stable current income and price appreciation. Our experienced investment team seeks the best opportunities in fixed income with a specialization in mortgage-backed securities, other areas of structured credit, and corporate credit.  A highly entrepreneurial organization that embraces a strong service-based culture, Angel Oak was named a Top 150 Workplace by the Atlanta Journal Constitution the past eight years. 

Principle Accountabilities:

  • New business development to targeted prospects and clients
  • Provide ongoing relationship management and engagement to existing clients
  • Maintain a keen understanding of marketplace dynamics and client needs

Qualifications

Minimum:

The selected candidate should be a goal-oriented, highly motivated, organized, and self-directed individual who is constantly striving to exceed expectations. The candidate will maintain a positive attitude, a high level of activity and be motivated by surpassing goals and increasing sales within their territory.

  • Bachelor's Degree from a four-year college or university required
  • 5 years financial services experience
  • MBA, CFA, CFP, CIMA preferred
  • FINRA Series 7 and 63 or 66
  • Clean U-4
  • Proficient knowledge of fixed income markets and have a strong understanding of asset allocation and portfolio construction process
  • Exceptional presentation skills
  • Natural ability to build rapport
  • Excellent organizational, communication and interpersonal skills
  • Technologically proficient and knowledgeable
  • Ability to thrive in a fast-paced, team-focused environment
  • Familiarity with Salesforce and Discovery Database

 

NOTE:  These statements are intended to describe the general nature and level of work involved for this job.  It is not an exhaustive list of all responsibilities, duties, and skills required of this job.

Angel Oak Capital Advisors provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

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