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Relationship Manager - South

Job Details

Experienced
Tampa, FL - Tampa, FL
Full Time

Description

The Relationship Manager, Broker Dealer, is responsible for new business development in the South-Central 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 South-Central region includes the states of AR, AZ, CO, LA, NM, OK, and TX.  The ideal candidate would reside in TX. 

 

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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