Regional Sales Consultant - Alternative Investment Products

Regional Sales ConsultantAlternative Investments ProductsOur Regional Sales Consultant is responsible for supporting an external wholesaler in retaining and growing existing relationships as well as assisting in the development of strategies and business plans to win new client relationships. This individual has responsibility for the assigned geographic territory and is accountable for scheduled activities, new account openings, account retention, revenue growth and achievement of Firm objectives.Location Available: Manhattan, NYHours: 10am – 6pm or 11am to 7pm Monday through FridayCompensation: Base + Quarterly Bonus Target; estimated total compensation range $150,000ESSENTIAL RESPONSIBILITIES:Work collaboratively with Regional Vice Presidents (RVP) to maximize territory sales efforts and attain sales goalsPartner with Regional Vice President to build and manage relationships within territory; which includes, generation of leads, customer service and efficient follow up while fostering a positive image of AAMCollaboration with other sales departments within various product areas to provide clients with product accessibility while allowing AAM to capitalize on all available sales opportunitiesAssist the RVP with territory management by setting appointments, sending out marketing material, ordering of gifts for representatives and sending thank you cardsProfile clients to obtain information that will assist the client in reaching stated objectivesBuild strong relationships with existing investment professionals in territory by consistently offering sales ideas and other forms of marketing supportProspect new contacts to establish new relationships and generate businessDiscuss the financial markets, articulate fund objectives, and speak on portfolio strategies with clientsProactively conduct outbound sales calls regarding prospecting/profiling, follow-up, investment updates, recognition calls and time sensitive campaignsUtilize Customer Relationship Management (CRM) system to capture all advisor level activities and to maximize sales targeting and effectivenessUtilize CRM to coordinate regional marketing and communications plansEnsure accuracy of CRM branch/advisor level data through routine updates and auditsResponsible for the tracking of all production for territory and also make any necessary corrections when neededPerform other job-related duties as assignedEDUCATION and/or EXPERIENCE:2+ years of experience in the financial services industryAlternative product experience preferredRequired Education: Bachelor’s Degree preferredRequired Licensing: FINRA Series 7 & 63QUALIFICATIONS:Driven and goal-oriented, focused on successDemonstrated abilities in time management; including, managing multiple projects and meeting strict deadlinesExcellent communication and group presentation skillsMathematical aptitude and skillsProven experience working collaboratively, improving productivity, and implementing ideasExperience with Microsoft Office Suite (Word, Excel, Outlook, Power Point), Internet and contact management systemsCRM, Salesforce.com, Bloomberg experience a plusWith roots dating back to 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals. Our results-oriented advisor-centric service model and industry experience differentiates us from the competition by adding real value to your financial services business.The firm offers access to alternatives, exchange-traded funds, the fixed income markets, managed accounts, mutual funds, structured products, and unit investment trusts. AAM is a part of SLC Management, the institutional alternatives and traditional asset management business of Sun Life. AAM is a SEC registered investment advisor and member FINRA/SIPC. Registration does not imply a certain level of skill or training.As of September 30, 2025, the brokerage and advised business at AAM represents approximately $12.2 billion in assets. (Assets under supervision represent $6.5 billion in UIT assets. The firm has $3.6 billion in assets under administration that represents the non-proprietary assets for which AAM provides various levels of service, but not investment management. The firm's $2.1 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.