Logo of Huzzle

Home

Matches

Explore

Manage

Sales Director, Sub-Advisory

image

Schroders

26d ago

  • Job
    Full-time
    Senior Level
  • Sales & Business Development
    Banking & Finance
  • New York

AI generated summary

  • You must have a bachelor’s degree, 7+ years in asset management biz dev, Series 7 license, strong capital markets knowledge, and great communication skills. Travel required.
  • You will drive sales, develop business plans, collaborate on strategies, identify opportunities, maintain client relations, and manage travel within your territory.

Requirements

  • Bachelor’s degree
  • Minimum of 7+ years working in a business development capacity within the asset management industry.
  • Strong capital markets and financial services knowledge
  • Series 7 license
  • Board level oral and written communications skills
  • Valid driver’s license
  • Ability to travel up to 70% of the time (International travel may be necessary)
  • Established relationships with both insurance and mutual fund providers strongly preferred
  • Able to work on own initiative with limited direction within a team environment
  • Thorough and attentive to detail
  • The ability to apply the principles of analytical and logical thinking to define problems, interpret data, establish facts and draw valid conclusions

Responsibilities

  • Sales Responsibility (80%)
  • Develop and execute on a well-constructed business plan to promote long-term growth objectives
  • Work closely with investment teams to maintain high level of investment strategy process, philosophy and positioning
  • Within assigned client and prospect firms, identify key areas of opportunity to promote Schroders’ strategies and cultivate new business
  • Meet or exceed assigned gross sales and net sales goals
  • General Responsibilities (20%)
  • Maintain consistent and systematic client contact as demonstrated through Salesforce relationship management system
  • Collaborate within the Subadvisory and Insurance team to provide on-going sales support, strategy updates and marketing deliverables
  • Operate with a high level of professionalism, accountability, and collaboration with colleagues, clients and prospects
  • Travel extensively within assigned territory and manage allocated travel and expense budget properly

FAQs

Do we support remote work?

Yes, we operate a hybrid working model with a requirement for the Sales Director, Sub-Advisory to be in the office 3 days per week.

What is the base salary for this position?

The base salary for the Sales Director, Sub-Advisory position ranges from $200,000 to $225,000.

What are the travel requirements for this role?

The role requires the ability to travel up to 70% of the time, and international travel may be necessary.

What qualifications are necessary for this position?

A Bachelor’s degree, a minimum of 7+ years in business development within the asset management industry, strong capital markets knowledge, a Series 7 license, board-level communication skills, and a valid driver’s license are required.

Are there preferred qualifications for candidates?

Yes, established relationships with insurance and mutual fund providers, the ability to work independently with limited direction, attention to detail, and strong analytical skills are preferred.

What are the primary responsibilities associated with this role?

The primary responsibilities include developing and executing a business plan for growth, meeting sales goals, maintaining client contact, collaborating with the team, and managing travel effectively.

Is this position suitable for remote candidates?

While candidates can work remotely, this position has specific in-office requirements, making it unsuitable for fully remote candidates.

How does Schroders promote diversity and inclusion?

Schroders is committed to an inclusive culture and recognizes potential irrespective of race, color, national origin, age, disability, sex, sexual orientation, gender identity, religious beliefs, veteran status, or any other protected characteristics.

What kind of team environment will I be working in?

You will work within an engaged team that is part of a global Intermediary function at Schroders, collaborating on sales support, strategy updates, and marketing deliverables.

How will success be measured in this role?

Success will be based on achieving sales goals, effectively establishing and developing client relationships, and promoting Schroders’ investment strategies to clients and prospects.

image

Schroders

Finance
Industry
5001-10,000
Employees
1804
Founded Year

Mission & Purpose

As a global investment manager, we help institutions, intermediaries and individuals across the planet meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients. Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £737.5 billion (€831.3 billion/$887.2 billion)* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 6,100+ people across six continents who focus on doing just this. We are a global business that’s managed locally. This allows us to always keep our clients’ needs at the heart of everything we do. For over two centuries and more than seven generations we’ve grown and developed our expertise in tandem with our clients’ needs and interests.