Vice President, Structured Product Sales
Company: Advisors Asset Management
Location: Boca Raton
Posted on: September 13, 2020
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Job Description:
Vice President, Structured Product Sales (Internal Hybrid & External Roles Available) The Advisors Asset Management Structured Products Specialist
will work within our Distribution Division which will be a team
environment focusing on new and existing client relationships to
increase sales among our growing product lines across all asset
classes. This sales specialist position will require strong
collaboration with our internal and external wholesalers and will
also provide exceptional customer service and financial services
advice to client firms and its advisors. Locations Available: Boca Raton, FL or External Territory
Locations ESSENTIAL RESPONSIBILITIES : Provides focused sales services to client firm representatives
(financial advisors) in Structured Products (Market Linked
Products) Educate Internal and External Wholesalers Profile financial advisors to obtain information that will
assist the client in reaching stated objectives Wholesale and Distribute Structured Products to Broker Dealers &
RIA’s across the United States Maintain current knowledge of all markets and AAM analytics and
market commentaries Work with Structured Products Trading & Origination to create
new products and custom transactions for advisors Securities research, economic reports, and trend forecasting Create presentations to educate financial advisors on Market
Linked CDs & Market Linked Notes Using AAM provided tools, complete and present portfolio
analytics to assist clients Position client portfolios to capitalize on current and upcoming
market cycle conditions Provide exceptional customer service and financial services
advice consistent with the client objectives Meet stated production goals as determined by the Sales Manager;
Phone, Email, Meeting & Conference Metrics Ability to travel when needed Work within a Team Territory at AAM by providing leads
internally to help grow other products distributed by AAM Work with AAM’s Business Intelligence group to maximize your day
to day process / task Perform other job-related duties as assigned EDUCATION and/or EXPERIENCE : 2 yrs+ experience in the Financial
Services Industry, Financial Technology, Marketing, and Sales Required Education: Bachelor’s Degree or equivalent
experience Licensing: SIE Securities Industry Essentials Certification;
FINRA Series 7, 63 required In depth knowledge of Structured Products and Fixed Income
Sales Strong Financial Markets acumen QUALIFICATIONS : Excellent oral and written communications
skills, presentation experience a plus Strong analytical, problem solving, and negotiation skills Demonstrated abilities in time management; including, managing
multiple projects and meeting strict deadlines Ability to influence and persuade to achieve desired
outcomes Proven experience working collaboratively, improving
productivity, and implementing ideas Experience with Microsoft Office Suite (Word, Excel, Outlook,
PowerPoint), Power BI, Bloomberg Internet, Salesforce & CRM application systems At AAM, our employees enjoy a great benefits package including
comprehensive medical, dental and vision, Health Reimbursement
Account, Life Insurance, 401K, and Paid Time Off. For 40 years, AAM
has been a trusted resource for financial advisors and
broker/dealers. We offer access to UITs, open- and closed-end
mutual funds, separately managed accounts (SMAs), structured
products and the fixed income markets, as well as portfolio
analytics. AAM is a SEC registered investment advisor and member
FINRA/SIPC. As of June 30, 2020, the brokerage and advised business at AAM
represents approximately $32.3 billion in assets. (Assets under
supervision represent $6.0 billion in UIT assets. The firm has
$23.5 billion in assets under administration that represents the
non-proprietary assets for which AAM provides various levels of
service, but not management. The firm's $2.8 billion in assets
under management represents AAM's proprietary separately managed
account, mutual fund and ETF assets.) AAM is a broker/dealer, member FINRA/SIPC and SEC registered
investment advisor. For more information, visit www.aamlive.com
. Advisors Asset Management is an Equal Opportunity Employer and a
participant in E-Verify.
Keywords: Advisors Asset Management, Boca Raton , Vice President, Structured Product Sales, Other , Boca Raton, Florida
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