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Relationship Manager, Sub-Advisory

Job Details

Experienced
4 Year Degree

Description

The Relationship Manager, Sub-Advisory, is responsible for business development and product support within the Sub-Advisory channel. This person will be responsible for marketing and supporting a suite of fixed income, equity and global asset allocation funds and strategist models across DoubleLine's Sub-Advised platform.


Job Functions

  • Develop annual business plan and devises the necessary activity strategies, tactics and resources in order to achieve stated goals and objectives.
  • Develop, build and maintain relationships with key personnel at DoubleLine's sub-advised partner firms to grow assets under management (AUM).
  • Meet with wholesalers and educate them on the DoubleLine products.
  • Track all meetings and sales events through CRM system (Salesforce.com).
  • Present a pre-approved sales presentation in a highly professional manner, which can be adapted to a variety of audiences.
  • Interact with internal stakeholders to coordinate client service efforts.
  • Keeps abreast of the current economy, global markets, fund performance and outlook.
  • Ability to travel across a large territory.

Qualifications

  • Bachelor’s degree, preferably in marketing or a finance-related major.
  • Minimum of 5 years in the investment management industry.
  • Series 7 and 63 licenses.
  • CFA, CIMA® or CFP® preferred.
  • Demonstrated success selling mutual funds, ETFs, and insurance products.
  • Existing relationships within territory/sub-advisory market.
  • Knowledge of the investment management industry and key portfolio management concepts.
  • Understanding of various types of sub-advised products and service models.
  • 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.

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