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Relationship Manager - West

Job Details

Los Angeles, CA - Los Angeles, CA
Full Time


The Relationship Manager, Broker Dealer, is responsible for new business development in the Western region for both the Independent Broker Dealer and Wirehouse Channels.  This person will be responsible for marketing a suite of fixed income, equity and global asset allocation funds and a suite of ETFs.  The Western region includes the states of AK, CA, ID, MT, OR, WA, and WY.  The ideal candidate would reside in CA. 


Job Functions

  • Develop an annual business plan and devise the necessary activity strategies, tactics and resources to achieve stated goals and objectives
  • Ability to travel across a large territory 3-4 days per week
  • Develop, build and maintain relationships with key financial advisors within a focus list of clients and prospects
  • Meet with advisors and educate them on the DoubleLine Funds
  • Track all meetings and sales events through CRM system (
  • Present pre-approved sales presentations in a highly professional manner, which can be adapted to a variety of audiences
  • Interact with Firm staff to coordinate client service and sales efforts
  • Keeps abreast of the current economy, global markets, fund performance and future outlook


  • Bachelor’s degree, preferably in marketing or a finance-related major
  • Minimum of 10 years in the investment management industry and 5 years as an external wholesaler
  • Series 7 and 63 licenses
  • CFA, CIMA® or CFP® preferred
  • Demonstrated success selling mutual funds, ETFs and alternative products
  • Existing relationships within territory
  • Knowledge of the investment management industry and key portfolio management concepts
  • Understanding of various broker-dealer platforms
  • Ability to thrive in an independent, challenging and collaborative environment

Base Salary Range
The estimated base salary for this position is $175,000. In addition to base salary, this position is eligible for an annual discretionary bonus, plus a comprehensive benefits package.