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Regional VP, Southern California Region Sales

Los Angeles, CA, United States

Resolute Investment Managers, Inc. Regional VP, Southern California Region Sales

Resolute Investment Managers, Inc. ("Resolute") is a diversified, multi-affiliate asset management platform that partners with affiliated and independent investment managers. The clients of Resolute and our affiliates include corporate defined benefit plans, institutions and individual investors. We trace our history to 1986 when an affiliate, American Beacon Advisors, Inc. (formerly AMR Investment Services, Inc.), began providing investment management services as an independently operated entity. Since 1987, American Beacon Advisors has managed the American Beacon Funds family of mutual funds. Over the years, American Beacon has built a reputation for innovative thinking, discipline and prudent investing, which has led to several prestigious awards for its pension management, cash management and mutual fund investment services. Today, Resolute is a privately held organization owned by a consortium of investment funds affiliated with leading financial institutions. In December 2023, Resolute Investment Managers was named one of the Best Places to Work in Money Management by Pensions & Investments for the fifth consecutive year. Learn more about our company by visiting www.resolutemanagers.com

Candidate must be located in Southern California

Base Salary $100k/yr + variable commission

Job Description:

Accountable for proactively marketing and sales of the investment services provided by Resolute in the Southern California Region covering all distribution channels (Southern CA & HI)

Key Responsibilities

Leads sales initiatives, identifies client needs and coordinates efforts to serve assigned territory

Follows up on client contacts, calling on existing and potential clients

Provides clients with investment performance updates as well as general client servicing

Makes presentations to existing and prospective shareholder/clients

Identifies assigned intermediaries, including independent broker-dealers, regional broker-dealers, RIAs and wire houses

Leads initiatives with intermediaries in defined territory

Strong sales skills and product knowledge

Prepares presentations

Conducts client meetings

Requirements

Bachelor's degree, preferably in investment management, finance, business, or related field

Two to five years or more years of experience in investment management or related business

In-depth understanding of the industry, financial concepts, product knowledge, investment management and client-service strategies

Excellent interpersonal, presentation, oral and written communication skills

Strong planning, organization, analytical and technical skills

Ability to handle multiple responsibilities concurrently and work independently to perform a variety of tasks with accuracy and attention to detail

Ability to self-manage workload volumes to achieve or exceed goals and changing priorities in a team environment

Significant travel (e.g., typically up to 50% of the time)

NASD License Series 7 and 63 required

CIMA preferred

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