The Role
The Associate Director will drive sales pipeline growth, engage with financial advisors, and collaborate with the sales team to close new business opportunities.
Summary Generated by Built In
Associate Director, Internal Sales
Founded in 2004, WestEnd Advisors is a Victory Capital Investment Franchise based in Charlotte, NC. Since 2016, WestEnd has grown from $2.5B to $26B+ in AUM across SMAs, active ETFs, and direct indexing strategies. With investment roots dating to 1996, WestEnd helps financial advisors navigate full economic cycles through a disciplined, top-down process that translates global macroeconomic analysis into actionable investment decisions. WestEnd looks to seek returns and manage risk across asset classes - U.S. equities, international equities, fixed income, and real assets – and we serve a broad network of wirehouse, regional, and independent firms through our institutionalized investment philosophy, a deeply experienced team, and a relentless commitment to advisor relationships.About Victory Capital:Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm. We serve institutional, intermediary, and individual clients through our Investment Franchises and Solutions Platform, which manage specialized investment strategies across traditional and alternative asset classes. Our differentiated approach combines the power of investment autonomy with the support of a robust, fully integrated operational and distribution platform. Clients have access to focused, top-tier investment talent equipped with comprehensive resources designed to deliver competitive long-term performance.Victory Capital is headquartered in San Antonio, Texas. To learn more, visit www.vcm.com or follow us on Facebook, Twitter (X), and LinkedIn.General Summary and Purpose:
As an Associate Director, you will be an integral part of a high-performing sales team helping accelerate growth for the firm. You will work closely with experienced external and internal Sales Directors and have direct engagement with WestEnd's investment team, giving you the context and confidence to drive meaningful conversations with financial advisors across multiple channels.You Will:
Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant’s skills and prior relevant experience, certain degrees, and certifications.Victory Capital Management operates a pay-for-performance compensation philosophy and total compensation may vary based on role, location, department and individual performance.
Victory Capital Management’s total compensation package includes the opportunity for annual compensation bonuses and/or commissions and a generous benefits package.Our Benefits:Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.
We are committed to equal employment opportunity without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, height, weight, hair texture or a hairstyle historically associated with race to include braids, locks, or twists; or any other characteristic protected by applicable federal, state, or local laws and ordinances.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Charlotte, NC
Open to Remote
About WestEnd Advisors:Founded in 2004, WestEnd Advisors is a Victory Capital Investment Franchise based in Charlotte, NC. Since 2016, WestEnd has grown from $2.5B to $26B+ in AUM across SMAs, active ETFs, and direct indexing strategies. With investment roots dating to 1996, WestEnd helps financial advisors navigate full economic cycles through a disciplined, top-down process that translates global macroeconomic analysis into actionable investment decisions. WestEnd looks to seek returns and manage risk across asset classes - U.S. equities, international equities, fixed income, and real assets – and we serve a broad network of wirehouse, regional, and independent firms through our institutionalized investment philosophy, a deeply experienced team, and a relentless commitment to advisor relationships.About Victory Capital:Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm. We serve institutional, intermediary, and individual clients through our Investment Franchises and Solutions Platform, which manage specialized investment strategies across traditional and alternative asset classes. Our differentiated approach combines the power of investment autonomy with the support of a robust, fully integrated operational and distribution platform. Clients have access to focused, top-tier investment talent equipped with comprehensive resources designed to deliver competitive long-term performance.Victory Capital is headquartered in San Antonio, Texas. To learn more, visit www.vcm.com or follow us on Facebook, Twitter (X), and LinkedIn.General Summary and Purpose:
As an Associate Director, you will be an integral part of a high-performing sales team helping accelerate growth for the firm. You will work closely with experienced external and internal Sales Directors and have direct engagement with WestEnd's investment team, giving you the context and confidence to drive meaningful conversations with financial advisors across multiple channels.You Will:
- Proactively engage in outbound activities to develop sales pipeline, deepen existing advisor relationships, and close new business opportunities.
- Meet or exceed defined activity metrics and sales goals on a monthly, quarterly, and annual basis via virtual presentation webinars and client meetings.
- Work together with Directors (external sales) on territory management, meeting preparation, and follow-up activities.
- Collaborate with other Associate Directors (internal sales) to drive and execute sales campaigns to capture new growth opportunities across partner firms.
- Respond to advisor inquiries with timely information on investment strategies and market positioning.
- Bachelor's degree with a minimum of 2 years of work-related experience. Preferably in sales, brokerage or asset management with familiarity with SMAs, ETFs, Mutual Funds, and/or Direct Indexing strategies.
- Highly motivated and results driven with effective sales communication skills.
- Thrives in a team environment with strong relationship building and a willingness to collaborate.
- Detail oriented with effective time management, organization, and a focus on constant execution.
- FINRA Series 7 and Series 63 & 65 (or ability to obtain within 90 days)
Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant’s skills and prior relevant experience, certain degrees, and certifications.Victory Capital Management operates a pay-for-performance compensation philosophy and total compensation may vary based on role, location, department and individual performance.
Victory Capital Management’s total compensation package includes the opportunity for annual compensation bonuses and/or commissions and a generous benefits package.Our Benefits:Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.
We are committed to equal employment opportunity without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, height, weight, hair texture or a hairstyle historically associated with race to include braids, locks, or twists; or any other characteristic protected by applicable federal, state, or local laws and ordinances.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Bachelor's degree with a minimum of 2 years work-related experience in sales, brokerage or asset management
- Familiarity with SMAs, ETFs, Mutual Funds, or Direct Indexing strategies
- FINRA Series 7 and Series 63 & 65 (or ability to obtain within 90 days)
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The Company
What We Do
Victory Capital is a diversified global asset management firm. The Company operates a next-generation business model that combines boutique investment qualities with the benefits of a fully integrated, centralized operating and distribution platform. Our differentiated model is comprised of ten autonomous investment franchises, each with an independent culture and investment approach. Additionally, we offer a Solutions Platform, featuring our VictoryShares ETF brand. Victory Capital provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. We offer a diverse array of independent investment approaches and innovative investment vehicles designed to drive better investor outcomes. This includes actively managed mutual funds and separately managed accounts, rules-based and active ETFs, multi-asset class strategies, custom solutions and a 529 College Savings Plan. We are headquartered in San Antonio, TX, with offices in Cleveland, Cincinnati and Rocky River, OH; San Francisco, CA; Denver, CO; Birmingham, MI; New York, NY; Boston, MA; and Des Moines, IA. Additionally, we have investment professionals in London, Hong Kong and Singapore. To learn more about Victory Capital, visit our website: https://www.vcm.com
