Senior Vice President, Regional Director - Wealth Management at Aristotle Capital Management

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Full Time

Start Date

Immediate

Expiry Date

20 May, 26

Salary

200000.0

Posted On

20 Feb, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales Strategy Implementation, Territory Management, Client Service, Investment Solutions Discussion, Asset Raising, Wirehouse Coverage, Broker Dealers Coverage, SMA Knowledge, UMA Knowledge, Mutual Funds Knowledge, Proactive Phone Work, Face-to-Face Client Meetings, Consultative Sales Process, Salesforce Familiarity, Discovery Database Familiarity

Industry

Investment Management

Description

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 – Wealth Management Group will assist the Company and its affiliates with their sales and marketing efforts within the wealth management channel. This position will have geographic emphasis on the Midwest region of the US including Minnesota, Iowa, Missouri, Nebraska, North Dakota, and South Dakota. 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 broker dealers with an emphasis on Wirehouse. 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 Prior experience as an internal and external sales professional: required Solid, consistent, and progressive work history: required Existing relationships primarily within the Wirehouse – Wealth Management 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 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 7: required Series 63 or 66: required Clean U4/5: required 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: This is a remote position focused on supporting the Midwest region of the U.S., including Minnesota, Iowa, Missouri, Nebraska, North Dakota, and South Dakota. 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. We have updated our Privacy Policy. Please read the policy carefully. By using this website you are agreeing to the terms of our Privacy Policy. Click here to review the Privacy Policy.

Responsibilities

The SVP, Regional Director will implement a territory sales and service strategy focused on increasing sales of Aristotle’s investment strategies within the Midwest region, primarily targeting broker dealers with an emphasis on Wirehouses. This role involves managing a multi-state territory, maintaining high client service levels, growing assets, discussing various investment solutions, and traveling as necessary to raise assets.