Schroders

What doesn’t change is our commitment to helping our clients and society prosper.. The Sales Director – Sub Advisory, Midwest is an external wholesaling role responsible for maximizing Schroders brand recognition by developing strong relationships and proactively marketing Schroders’ products and services to its Sub Advisory clients.. The successful candidate will report to National Sales Director and will be responsible for achieving sales goals, driving asset flows, increasing market share and firm visibility throughout the Midwest distribution footprint.. Cultivate new relationships and deepen existing relationships with clients’ distribution teams by conducting territory travel, face-to-face meetings, group presentations, outbound call campaigns, hosting conference calls, and web-based sales meetings. FINRA licenses: Series 6 or 7 and 63 licenses

sales director

About Schroders We’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 5,000 people on six continents. And we’ve been around for over 200 years, but keep adapting as society and technology changes. What doesn’t change is our commitment to helping our clients and society prosper. The Base We are based at 7 Bryant Park in the heart of NYC and we have everything we need to work flexibly. However, this role is a remote role covering the Midwest area of the US. The Team This is an opportunity to work interdependently with an engaged team that sits within a global Intermediary function at a global asset management firm. Position Overview The Sales Director – Sub Advisory, Midwest is an external wholesaling role responsible for maximizing Schroders brand recognition by developing strong relationships and proactively marketing Schroders’ products and services to its Sub Advisory clients. The successful candidate will report to National Sales Director and will be responsible for achieving sales goals, driving asset flows, increasing market share and firm visibility throughout the Midwest distribution footprint. Responsibilities <ul><li>Sales Management (80%)</li><ul><li>Develop an in-depth knowledge of Schroders’ sub advisory product and services</li><li>Demonstrate thorough knowledge of the variable annuity and Subadvisory industry</li><li>Outbound communication to Subadvisory client’s external and internal distribution teams to promote product positioning, thought leadership and investment/capital market views while increasing Schroders’ market share</li><li>Works with direct supervisor to create and implement a business plan to maximize presence and activity goals for the Subadvisory team</li><li>Travel extensively within assigned territory and manage allocated travel and expense budget properly</li><li>Cultivate new relationships and deepen existing relationships with clients’ distribution teams by conducting territory travel, face-to-face meetings, group presentations, outbound call campaigns, hosting conference calls, and web-based sales meetings</li><li>Represent Schroders at client events such as national and divisional sales meetings, sales desk training presentations, advisor presentations, etc.</li><li>Provide excellent service to accounts to ensure growth and retention of assets and clients</li><li>Assists client distribution teams in identifying sales opportunities and provide regular updates on industry trends</li></ul><li>Administrative Responsibilities (20%)</li><ul><li>Work with contact relationship management database (Salesforce) to track meetings, advisor information, etc.</li><li>Work with direct supervisor to create a rotation schedule and scheduling sales appointments </li></ul></ul>Basic Qualifications <ul><li>Bachelor’s degree</li><li>Minimum 5 years of sales experience in an internal, hybrid or external wholesaling role in the financial services industry</li><li>Proven sales acumen, excellent communication and presentation skills with ability to build productive relationships; provide training and sales ideas</li><li>Demonstrated experience conducting meetings and the ability to form relationships with financial professionals in a variety of settings; i.e., via phone, virtually, in-person</li><li>Extensive investment product knowledge and understanding of financial concepts with the ability to cover a variety of investment topics</li><li>Ability to balance multiple priorities and meet specific marketing/production objectives</li><li>Motivated, collaborative, self-starter</li><li>Valid driver’s license</li><li>Ability to travel (80%) of time</li><li>FINRA licenses: Series 6 or 7 and 63 licenses </li></ul>Compensation Schroders offers a base salary in a range of $120,000 to $160,000 for this position. The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level. ADA Schroder Investment Management North America Inc. complies with the Americans with Disabilities Act of 1990. We Recognize Potential, Whoever You Are Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics

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