Financial Services Territory Manager

5 days ago

Ayala Alabang, National Capital Region, Philippines beBeeBusiness Full time ₱900,000 - ₱1,200,000
Job Description

We are seeking an accomplished Sales and Business Development professional to join our team. As a Business Development Consultant, you will play a pivotal role in representing our organization in sales efforts, promoting our services to Registered Investment Advisors (RIAs).

This position is responsible for securing new clients or growing existing client revenue, depending on the territory. You will work closely with partners and internal employees on sales initiatives, collaborating to drive growth and expansion.

Key Responsibilities:

  • Craft and implement territory sales plans, driving sales increases and retention of assets to achieve sales goals.
  • Represent our organization and its products knowledgeably and effectively, enabling RIAs to clearly identify benefits relative to competitors; cross-sell products as applicable.
  • Develop new revenue opportunities and capitalize on referrals to boost sales in the territory; utilize channels efficiently to build relationships.
  • Contact RIA firms and their advisors following onsite visits and demonstrations to provide additional information, obtain feedback, and utilize needs-based selling techniques to inquire about additional product needs.
  • Ensure exceptional customer service with RIA firms and their advisors, meeting expectations and managing outcomes.
  • Maintain critical contact relationships with firms involved in distributing our services, facilitating referrals or institutional clients such as clearing firms, trust companies, compliance firms, and technical advisors.
  • Analyze daily/weekly/quarterly sales goals and activity reports to ensure accuracy and inform sales management of activities within the territory in a timely manner.
Required Skills and Qualifications

To succeed in this role, you will possess:

  • Excellent knowledge of financial services offerings and company policies and procedures, including advanced knowledge of Registered Investment Advisory/Wealth Management Practice management initiatives.
  • Demonstrated ability to interact, listen, influence, and partner in a professional and engaging manner with high-level decision-makers.
  • Leadership skills to create a positive work environment that encourages teamwork, motivation, efficiency, and maximum utilization of staff skills.
  • Strong sales skills required: negotiation and persuasion, up-selling, closing, follow-up, relationship building, and networking to persuade others of the value of a product/solution.
  • Minimum of a bachelor's degree in Business Administration or a related field.
  • Orion Industry Certification.
  • Series 65 license.
  • Minimum of 3 years of experience in a field-based territory sales position selling financial services offerings to Registered Investment Advisors.
  • Minimum of 2 years of experience building and maintaining a customer account base.
  • Preferably experience in the financial planning industry.
  • Able to own and manage relationships with stakeholders directly and work effectively with people at all levels in an organization.
Benefits

This role offers a competitive compensation package and opportunities for growth and development within our organization.

Location Requirements

The ideal candidate will be based in the Northeastern United States, covering CT, DE, MD, MA, NJ, NY, PA, or RI territories.

About Us

We are a dynamic organization committed to supporting one another, staying personally accountable to each other and our clients. We create a welcoming environment where everyone is respected, valued, and heard.

Seniority level

This role is classified as Mid-Senior level.

Employment type

This is a full-time position.

Job function

Primary job functions include Sales and Business Development.

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