Senior Vice President, Regional Director - RIA | Bank Group

Aristotle Capital Management • United States, United States • 6d ago

Join Our Team at Aristotle

Who We Are

Aristotle is a majority employee-owned investment management organization with offices in Los Angeles, Newport Beach, Boston, and Sarasota. We specialize in equity and fixed income portfolio management for institutional and advisory clients around the world. Our mission is to help clients achieve their long-term financial goals through active portfolio management and a research-driven investment framework. Aristotle attracts and retains talented investment professionals through a culture focused on research, investment management and client success.

What You'll Do

The SVP, Regional Director - RIA | Bank Group will assist the Company and its affiliates with their sales and marketing efforts within the RIA and Bank channels. This position will have geographic emphasis on the Midwest portion of the US including:, WI, IL, MN, MI, OH, IA, MO, ND, SD, NE & KS.

Key Responsibilities:

Implement a territory sales and service strategy with the primary objective to increase sales of Aristotle's investment strategies.

Coverage will be specific to RIAs and Banks Trust. Familiarity with turnkey asset management platforms (TAMPS) is important.

Manage multi state territory with objective of maintaining a high level of client service while simultaneously growing territory assets.

Ability to discuss multiple investment solutions across different asset classes.

Travel as needed to effectively raise assets.

What You'll Bring

We recognize that not all candidates will meet every requirement. If you're passionate about this role and believe you have the skills to succeed, we encourage you to apply.

Qualifications:

10+ years of relevant financial-services industry work experience: required

5+ years of relevant financial-services industry sales and marketing experience: required

Prior experience as an internal and external sales professional: required

Solid, consistent, and progressive work history: required

Bachelor's degree from accredited college or university and strong academic background: required

Advanced/Master's degree or professional certificate (CFA, CFP, MBA): desired

Series 6 or 7: required

Series 63 or 66: required

Clean U4/5: required

Existing relationships within the RIA and Bank Trust channels: highly desired

Working knowledge of SMA, UMA, mutual funds: required

Proactive phone work: required

Proven track record of success in managing multi state, multi strategy sales territory: required

Face-to-face client meetings/presentations skills and experience: required

Knowledge driven consultative sales process: required

Familiarity with Salesforce, Discovery Database: desired

What We Offer

Comprehensive health, dental, and vision insurance for you and your dependents

401(k) with employer matching

Paid time off, including an annual Employee Volunteer Day

Life, Critical Illness, Disability, and Accidental Injury Insurance

Employee Assistance Program

Inclusive and supportive workplace culture

Company events and employee discount programs

Our Core Values

We place our clients' interests first.

We act with integrity.

We achieve excellence through accountability and collaboration.

We empower our employees.

We are respectful.

We value community.

Location: Midwest US (major metro area preferred) Remote from Home

Compensation Range: $150,000.00 - $200,000.00 plus commissions.

The pay range provided is a good faith estimate for the position at the time of posting. Actual compensation will be dependent on factors, including but not limited to, the individual's qualifications, relevant experience, knowledge, skills, education, internal equity, and physical work location within the state.

Note: The above description identifies the essential job functions and skills needed by the person or persons assigned to this position. These job functions and skills are not intended to be a complete and exhaustive list of all responsibilities, duties and skills required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. The information contained herein is subject to change at the company's discretion. No phone calls. No agencies or recruiters.

Aristotle is an Equal Employment Opportunity Employer. Aristotle will consider for employment, qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance.

Aristotle Capital Management, LLC, Aristotle Credit Partners, LLC, Aristotle Capital Boston, LLC, Aristotle Atlantic Partners, LLC, Aristotle Pacific Capital, LLC, and Aristotle Investment Services, LLC, are affiliated organizations. Each is an independent investment adviser separately registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about each adviser including the investment strategies, fees and objectives can be found in their ADV Part 2, which is available upon request.

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