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Regional Director (RIA & Family Office Group)

Regional Director (RIA & Family Office Group)West: This territory includes California, Oregon, Washington, Nevada, Alaska, and Hawaii. Target locations are the San Francisco or Los Angeles Metropolitan areas, as these are the key business hubs and provide the best access to travel throughout the territory.About Baron CapitalBaron Capital is a leading asset management firm founded in 1982. We believe that hiring, retaining, and nurturing talented individuals who share our passion for excellence, integrity, and innovation is the key to our success. This means creating a welcoming, inclusive, and inspiring environment for all, as well as providing the resources and support our employees need to succeed. We take pride in our exceptionally low turnover and consider it a testament to our culture of collaboration and open communication. If you are looking for a career where you are part of a dynamic team where you can truly make a difference, we invite you to consider joining us.About the RoleThe Regional Director is a driven and committed sales professional. The Regional Director will be responsible for cultivating and maintaining relationships within the RIA channel as well as Bank Trust organizations and Single and Multi-Family Offices, delivering our growth equity strategies to these distribution channels.The Regional Director should be able to provide value-added support in a consultative manner according to individual advisor needs for our RIA & Family Office West territory. This includes the ability to have in-depth conversations about our products and the investment environment and experience in the sales approach appropriate and specific to these channels. The Regional Director will be charged with all sales and client relationships for the territory and will work with an assigned hybrid wholesaler as a territory partner.Key ResponsibilitiesDelivering our investment process and philosophy and demonstrating the uniqueness of each productDemonstrating a high degree of performance and ethicsManaging all stages of the sales cycle, from prospecting to discovery to implementation, as well as ongoing management of the relationship once establishedWorking well both as an individual and a member of a teamArticulating strategies and how they relate to an individual or firm's overall strategy and investment needsDelivering advanced sales presentations on Baron Capital's portfolios and strategiesMust have the ability to travel extensively (up to 75% of the time) with a high degree of accountabilityDocumenting and significant use of Salesforce.comQualificationsEducation/Experience:Minimum 3 years external financial services sales experience specific to the RIA channel, with a high degree of demonstrated successBachelor's degree a MUST, Master's degree and/or CFA a plusMust have Series 7 and 63Existing coverage of a large part of this territory with existing relationships a significant plusStrong knowledge of the financial markets and ability to articulate accordinglyKnowledge and Skills:Demonstrated high level of performance and results in a recent/prior and similar financial sales roleAbility to capture, increase, and retain market shareExtensive & proven relationships with RIAs. Similar relationships with bank trust departments and family offices a plusIn-depth industry and product knowledgeStrength in building positive and effective internal and external relationshipsExcellent written and verbal communication skillsManagement of an assigned territory as your own businessExperience developing and implementing sales and marketing business plansHighly accountable and self-motivatedPay Transparency$150,000 - $250,000 USD

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