Senior Regional Director

Posted Yesterday
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Hiring Remotely in Boston, MA, USA
In-Office or Remote
130K-150K Annually
Senior level
Fintech
The Role
The Senior Regional Director represents Victory Capital in the RIA Market Segment, focusing on mutual funds, ETFs, and SMAs, while driving growth and providing technical expertise to financial advisors.
Summary Generated by Built In
Sr. Regional DirectorAbout 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:

Senior Regional Director is the responsible for representing Victory Capital & Victory Shares and Solutions Strategies (mutual funds, ETFs and SMAs) withing the RIA Market Segment. The RIA Wealth Advisor Specialist will provide technical information on the products they represent. Demonstrating a strong knowledge of the competitive landscape, financial markets and industry related topics. The Sr. Regional Director will also act as a consultant in the areas of practice management and portfolio construction. In field sales responsibilities are to drive Victory Product and improve Growth Rate and New Flows for VCM assets under management, which are primarily forces on the Registered Investments Advisors Channel (RIA Channel)

You Will:Develop collaborative quarterly business plans for their region around meeting each of the following objectives:
  • Representing VCM mutual funds, ETFs & SMAs to advisors knowledgeably and effectively so that advisors can clearly identify the benefits of the products relative to their competitors.
  • Sharing business building ideas and strategies with financial advisors.
  • Providing expert perspective in client meetings.
  • Offering and coordinating client marketing assistance to advisors (i.e., client and prospect seminars).
  • Providing advisors technical information
  • Work closely with other business partners to align activities and plans for the given region and its advisors

The successful candidate should have the following skills:

  • Strong project management and selling skills
  • Outstanding verbal and written communication skills
  • Ability to drive to his/her objectives relatively autonomously
  • Excellent listening skills with a natural inclination to focus on customer needs
  • Knowledge of the equity and fixed income markets as well as asset allocation strategies
  • High level of self-motivation with strong integrity and ethics

Track activities and maintain contact information & interaction in CRM

You Have:
  • The candidate should have 5 + years in the Investments industry, & and 3-5+ years of wholesaling experience.
  • Required licenses: Series 7 and Series 63/65 or 66.
  • Designations: CIMA / CFA
  • Bachelor’s Degree Required
  • Some U.S. Travel will be required
  • Candidate must reside in assigned geographic territory
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.

Target Compensation:

Excellent listening skills with a natural inclination to focus on customer need $130,000 - $150,000

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

  • 5 + years in the Investments industry
  • 3-5+ years of wholesaling experience
  • Series 7 license
  • Series 63/65 or 66 license
  • CIMA / CFA designation
  • Bachelor's Degree
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The Company
Birmingham, MI
395 Employees

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

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