Regional Sales Specialist – Model Portfolio Distribution

Accelerate Model Portfolio growth within a specific territory by selling the firm's offerings to clients and managing assigned prospect relationships. Serve as the expert on the Model Portfolio landscape, partnering with Portfolio Construction Team and Product Strategists to deliver the entirety of the firm's services. Identify and qualify strategic prospects, develop trusted advisor relationships, and execute plans to capitalize on new business opportunities. Retain direct client management of key accounts, negotiate sales across a wide product portfolio, and coordinate innovative responses with the request for proposal team. Analyze complex data and industry trends to guide client decision-making and ensure alignment with organizational policies. This role requires FINRA Series 7 & 63 licenses, willingness to regularly travel in the sales territory, and a base salary ranging from $107,000 to $194,000 depending on location. Hybrid work is eligible with up to one day per week from home.