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Relationship Manager - Midwest

Job Details

Experienced
Mid-West - Los Angeles, CA
Full Time

Description

The Relationship Manager, Broker Dealer, is responsible for new business development in the Midwest for both the Independent Broker Dealer and Wirehouse Channels.  He/she will be responsible for marketing a suite of fixed income, equity and global asset allocation funds and a suite of ETFs.  The Midwest region includes the states of IA, IL, IN, KS, KY, MI, MO, MN, ND, NE, OH, SD, and WI.  The ideal candidate would reside in the Chicago area.

 

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 (Salesforce.com)
  • 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

Qualifications

  • 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
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