Advisory Sales Manager
📋 Role Overview & Responsibilities
Strategas Asset Management is looking for a mid to senior level Advisory Sales Manager to drive asset growth in the Firm’s ETF and managed account thematic asset management business. Strategas’ asset management strategies are closely aligned with and offer investment access to the Firm’s II-ranked macro and thematic research. The Distribution Manager is an important client-facing professional who will partner with senior research analysts, research sales personnel and our portfolio management team to raise awareness for Strategas’ ETFs, open new relationships and manage relationships across the Firm’s existing national account base.
Strategas Asset Management and its sister company, Strategas Securities, are headquartered in New York City. Remote opportunities will be considered for exceptional candidates.
Important areas of responsibility include: Lead efforts to drive asset growth and support to our Financial Advisor clients.Manage all follow-up for all incoming Advisor leads.Engage non-client prospects through proactive outreach.Develop relationships with new and existing clients to best responds to requests and provide appropriate access to Firm resources and personnel.Coordination and execution of in-person and virtual sales meetings and marketing eventsWork with the Firm’s portfolio management and marketing & communication teams to effectively execute external marketing strategies.Broaden distribution of Strategas’ market commentaries amongst Financial Advisors.Work with the Firm’s operations team to maintain relevant client data critical to sales initiatives.
The ideal candidate will possess the following qualifications and experience:Bachelor’s degree from an accredited college or university.2-5 years of experience in investment product sales and distribution or marketing.A deep understanding of the ETF/fund industry structure.Series 7, 63 and 65/66 preferred, or ability to acquire required licensing within 6 months of start date.Demonstrated ability to handle multiple and complex tasks with little or no supervision.Exceptional organizational skills and the ability to meet designated deadlines.Excellent communication and presentation skills with an ability and confidence to prepare and lead presentations with internal and external contacts.Willingness to travel extensively.Interest in the capital markets.
Compensation InformationCompensation will be based on performance and equity participation will be possible over time with an average base salary of $100,000-150,000 per year. Strategas employees are eligible for Baird’s comprehensive benefits and payroll services. To learn more about Baird Total Rewards, click here.
About StrategasFounded in 2006, Strategas Securities, is a global institutional broker-dealer. The Firm provides macro research, capital market and corporate advisory services, and financial products to institutional investors and corporate executives in more than twenty countries around the world.
Strategas Asset Management is a research-driven manager of macro-thematic investment strategies, founded to create a suite of managed strategies to assist institutional investors, family offices, and financial advisors with implementing the tactical and thematic idea generation of Strategas’ macro-oriented research. As of December 2022, Strategas Asset Management has approximately $760 million in AUM/A.
Strategas Securities, LLC and Strategas Asset Management, LLC are wholly owned subsidiaries of Baird Financial Group.
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