We organize our firm around four investment platforms: fixed income, real assets, equities and multi-asset & solutions, which includes a fiduciary and multi-manager business. Each investment platform has dedicated teams with deep asset-class expertise, organized globally and committed to maximizing client benefit from their specialist areas.
We are an international business: Our 1,125 employees work from 14 locations across Europe, the Americas and Asia. We share a common belief in fundamental, research-driven active management, underpinned by effective risk management and a commitment to responsible investment.
Position Overview:
As a member of the Intermediary Distribution team representing Aegon Asset Management (AAM), this role is responsible for proactively establishing and maintaining business relationships with registered investment advisors (RIA), family offices (FO), and mutual fund sub advisory (MFSA), to drive product sales.Job Description
Responsibilities:
Drive sales of AAM products, within a defined geographic territory, through development and expansion of business relationships.
Leverage a deep understanding of varying RIA, FO and MFSA business models to design sales strategies around each framework.
Produce expected sales results and territory activity levels as defined by senior leadership.
Collaborate with sales and client service professionals, portfolio managers, research analysts, product specialists and marketing associates.
Position and differentiate AAM products against competitor firms/products.
Maintain a log of activities and opportunities in the Salesforce system.
Keep abreast of continuous developments in the economy and the financial services industry.
Manage data privacy risks and ensure compliance with company policy regarding the processing of personal and/or other sensitive data.
Qualifications:
Bachelor’s degree in finance or related business field.
Ten years of related sales experience.
FINRA Series 7 and 63 (upon hire into this role, employee must obtain required licenses within 120 days; at the company’s discretion, employees will not be allowed to continue in role if required licenses are not obtained within 180 days).
In-depth intermediary investment product knowledge.
Proven results using a consultative sales process.
Broad range of client contacts.
Highly developed relationship management skills.
Advanced presentation and communication skills.
Attention to detail to document activities.
Ability to work a high energy, collaborative and competitive environment.
Proficiency using MS Office tools.
**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**
The salary for this position generally ranges between $142,000 - $150,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, the position is typically eligible for an Annual Bonus based on the Company Bonus Plan / Individual Performance and is at the Company’s discretion.
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits:
Competitive Pay
Bonus for Eligible Employees
Benefits Package:
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits:
Paid Time Off starting at 160 hours annually for employees in their first year of service
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays)
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child
Adoption Assistance
Employee Assistance Program
College Coach Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs
Job and compensation levels depend upon an applicant’s qualifications including the extent of candidate’s relevant experience and other job-related factors and will be determined by hiring supervisors/managers and HR.
At Aegon Asset Management, we are committed to fostering a diverse workforce and an inclusive culture. We are more than a global Asset Management firm – we are a people business, and we recognize that delivering excellent client outcomes comes from embracing diverse perspectives. We value diversity in the full range of human uniqueness without limitation including race, gender, ability, language, culture, beliefs, age, origin, background, perspectives and experiences.
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Why Work for UsAt Aegon Asset Management, we invest in You.
Our people are our greatest asset; with a competitive rewards program including incentive compensation, health and wellness benefits, retirement programs, and learning and development opportunities, our employees are engaged and empowered. Come be a part of driving our success!
Equal Opportunity Employer:AEGON USA Realty Advisors, LLC, is an Equal Employment Opportunity/ Affirmative Action Employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Aegon Companies. Please contact: [email protected] if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs.
Technical Assistance:
If you experience technical problems during the application process, please email [email protected].
Skills Required
- Bachelor's degree in finance or related business field.
- Ten years of related sales experience.
- FINRA Series 7 and 63 (must obtain within specified timeframe upon hire).
- In-depth intermediary investment product knowledge.
- Proven results using a consultative sales process.
- Broad range of client contacts.
- Highly developed relationship management skills.
- Advanced presentation and communication skills.
- Attention to detail to document activities.
- Ability to work in a high energy, collaborative and competitive environment.
- Proficiency using MS Office tools.
What We Do
We help people achieve a lifetime of financial security and to enjoy a meaningful life – both now and in retirement. Not only do we offer products and services to achieve this but we also focus on financial wellbeing. When we talk about financial wellbeing this is how you feel about the control you have over your financial future – and your relationship with money. It’s about focusing on the things that make their life enjoyable and meaningful – both now and in retirement. We want you to feel confident and empowered when managing your money and know that it’s possible to improve your situation in some way. Aegon's products and services range from life, critical illness and disability insurance, to pensions, annuities, long-term savings and investments. We also offer mortgages, and car, household and travel insurance in some markets. In the US, we’re known as Transamerica, one of the best-known names in the North American financial services industry. Globally over 22,000 Aegon employees help almost 30 million customers take responsibility for their financial future.
