Regional Sales Director, Southeast

Aberdeen Group

Financial Services

Philadelphia, MS - USA

Manager / Team Leader

Experteer Overview

In this role, you drive the marketing and sales of Aberdeen’s investment products across the US Southeast, collaborating with financial professionals to grow the client base. You will lead sales initiatives, present to shareholders and clients, and maintain strong intermediary relationships. Your efforts support client service with performance updates and timely activity tracking in Salesforce. This is a hands-on, territory-focused role that combines strategic selling with rigorous product knowledge.

Compensation / Benefits

Health, dental and vision plans
401(k) with profit sharing
Paid time off and holidays
Parental and family leave programs
Volunteer days and study time
Flexible, voluntary benefits

Responsibilities

Lead sales initiatives for the US Southeast territory across all distribution channels
Identify client needs and coordinate cross-functional efforts to serve assigned territory
Follow up with existing and potential clients and provide investment performance updates
Make presentations to current and prospective shareholders/clients
Develop and manage relationships with intermediaries (independent and regional BDs, RIAs, wire houses)
Lead intermediary initiatives within the defined territory
Conduct client meetings and ensure accurate recording of all activities in Salesforce

Key requirements

Bachelor’s degree in investment management, finance, business or related field (preferably in investment management)
5+ years of experience in investment management or related field
Extensive contacts within the financial advisor community in the territory
In-depth knowledge of the industry, financial concepts and client-service strategies
Prior ETF sales experience required
Excellent interpersonal, presentation, oral and written communication skills
Strong planning, organizational, analytical and technical skills
Ability to manage multiple responsibilities independently and under changing priorities
Ability to travel up to 33%
NASD License Series 7 and 63 required

Interpersonal excellence Strong communication (oral and written)Presentation skills Salesforce proficiency ETF product knowledge Investment management concepts

Description

In this role, you drive the marketing and sales of Aberdeen’s investment products across the US Southeast, collaborating with financial prof…

Weltweit über 1 Mio. Spitzenpositionen mit Gehaltsbenchmark
Lassen Sie sich diskret von Headhuntern finden und kontaktieren
Exklusiv für Senior Professionals und Executives

Bereits Mitglied?

Experteer Gehaltsbenchmark: