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The Role
Responsible for promoting investment solutions to financial intermediaries, driving sales, managing multi-state territories, and building client relationships.
Summary Generated by Built In
Join Our Team at Aristotle
Who We Are
Aristotle is a majority employee-owned investment management organization with offices in Los Angeles, Newport Beach, Boston, and Sarasota. We specialize in equity and fixed income portfolio management for institutional and advisory clients around the world. Our mission is to help clients achieve their long-term financial goals through active portfolio management and a research-driven investment framework. Aristotle attracts and retains talented investment professionals through a culture focused on research, investment management and client success.
What You’ll Do
The SVP, Regional Director, Wealth Management Group, will be responsible for promoting and distributing Aristotle’s suite of investment solutions (Mutual Funds and SMAs) to financial intermediaries, primarily the Wirehouse. This role will assist the company and its affiliates with their sales and marketing efforts within the wealth management channel. This position will have geographic emphasis on the New England region of the US including Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island and Vermont. The ideal candidate will have a strong network of established relationships within the territory and a proven ability to drive sales and grow assets under management.
Key Responsibilities:What You’ll Bring
We recognize that not all candidates will meet every requirement. If you’re passionate about this role and believe you have the skills to succeed, we encourage you to apply.
Qualifications:
Compensation Range: $150,000.00 - $200,000.00, plus commissions.
The pay range provided is a good faith estimate for the position at the time of posting. Actual compensation will be dependent on factors, including but not limited to, the individual’s qualifications, relevant experience, knowledge, skills, education, internal equity, and physical work location within the state.
Note: The above description identifies the essential job functions and skills needed by the person or persons assigned to this position. These job functions and skills are not intended to be a complete and exhaustive list of all responsibilities, duties and skills required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. The information contained herein is subject to change at the company's discretion. No phone calls. No agencies or recruiters.
Aristotle is an Equal Employment Opportunity Employer. Aristotle will consider for employment, qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance.
Aristotle Capital Management, LLC, Aristotle Credit Partners, LLC, Aristotle Capital Boston, LLC, Aristotle Atlantic Partners, LLC, Aristotle Pacific Capital, LLC, and Aristotle Investment Services, LLC, are affiliated organizations. Each is an independent investment adviser separately registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about each adviser including the investment strategies, fees and objectives can be found in their ADV Part 2, which is available upon request.
Who We Are
Aristotle is a majority employee-owned investment management organization with offices in Los Angeles, Newport Beach, Boston, and Sarasota. We specialize in equity and fixed income portfolio management for institutional and advisory clients around the world. Our mission is to help clients achieve their long-term financial goals through active portfolio management and a research-driven investment framework. Aristotle attracts and retains talented investment professionals through a culture focused on research, investment management and client success.
What You’ll Do
The SVP, Regional Director, Wealth Management Group, will be responsible for promoting and distributing Aristotle’s suite of investment solutions (Mutual Funds and SMAs) to financial intermediaries, primarily the Wirehouse. This role will assist the company and its affiliates with their sales and marketing efforts within the wealth management channel. This position will have geographic emphasis on the New England region of the US including Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island and Vermont. The ideal candidate will have a strong network of established relationships within the territory and a proven ability to drive sales and grow assets under management.
Key Responsibilities:
- Implement a territory sales and service strategy with the primary objective to increase sales of Aristotle’s investment strategies.
- Coverage will be specific to broker dealers with an emphasis on Wirehouse.
- Manage multi state territory with objective of maintaining a high level of client service while simultaneously growing territory assets.
- Ability to discuss multiple investment solutions across different asset classes.
- Engage with clients and prospects regularly through a combination of in-person meetings, virtual consultations, phone calls, and email communication to build and maintain strong, personalized relationships.
- Actively seek out new business opportunities by identifying and prospecting potential clients.
- Build and nurture collaborative relationships with internal teams, including assigned Internal Wholesaler and other key stakeholders at the home office.
- Travel as needed to effectively raise assets.
We recognize that not all candidates will meet every requirement. If you’re passionate about this role and believe you have the skills to succeed, we encourage you to apply.
Qualifications:
- 7+ years of relevant financial-services industry work experience
- Prior experience as an internal and external sales professional
- Solid, consistent, and progressive work history
- Existing relationships primarily within the Wirehouse – Wealth Management channels
- Working knowledge of SMA, UMA, mutual funds
- Previous experience selling fixed income strategies
- Proactive phone work
- Proven track record of success in managing multi state, multi strategy sales territory
- Face-to-face client meetings/presentations skills and experience
- Knowledge driven consultative sales process
- A proactive, self-starter mentality, willing to roll up your sleeves and take action in a fast-paced, competitive environment.
- Familiarity with Salesforce, Discovery Database
- Bachelor’s degree from accredited college or university and strong academic background
- Advanced/Master’s degree or professional certificate (CFA, CFP, MBA):desired
- Series 7
- Series 63 or 66
- Clean U4/5
- Comprehensive health, dental, and vision insurance for you and your dependents
- 401(k) with employer matching
- Paid time off, including an annual Employee Volunteer Day
- Life, Critical Illness, Disability, and Accidental Injury Insurance
- Employee Assistance Program
- Inclusive and supportive workplace culture
- Company events and employee discount programs
- We place our clients’ interests first.
- We act with integrity.
- We achieve excellence through accountability and collaboration.
- We empower our employees.
- We are respectful.
- We value community.
Compensation Range: $150,000.00 - $200,000.00, plus commissions.
The pay range provided is a good faith estimate for the position at the time of posting. Actual compensation will be dependent on factors, including but not limited to, the individual’s qualifications, relevant experience, knowledge, skills, education, internal equity, and physical work location within the state.
Note: The above description identifies the essential job functions and skills needed by the person or persons assigned to this position. These job functions and skills are not intended to be a complete and exhaustive list of all responsibilities, duties and skills required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. The information contained herein is subject to change at the company's discretion. No phone calls. No agencies or recruiters.
Aristotle is an Equal Employment Opportunity Employer. Aristotle will consider for employment, qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance.
Aristotle Capital Management, LLC, Aristotle Credit Partners, LLC, Aristotle Capital Boston, LLC, Aristotle Atlantic Partners, LLC, Aristotle Pacific Capital, LLC, and Aristotle Investment Services, LLC, are affiliated organizations. Each is an independent investment adviser separately registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about each adviser including the investment strategies, fees and objectives can be found in their ADV Part 2, which is available upon request.
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The Company
What We Do
Aristotle is an independent/employee-owned investment management organization backed by an experienced leadership team that has worked together for over twenty-five years. With offices in Los Angeles, Newport Beach, Boston and Sarasota, our investment teams specialize in U.S., international and global equity portfolios in addition to a variety of fixed income strategies, including ESG.
Aristotle attracts and retains talented investment professionals through a culture focused on research, investment management and client success. Aristotle’s corporate leadership team oversees a centralized support infrastructure to ensure that its distinct teams of investment professionals are able to focus on what they do best—adding value to client portfolios. The company’s support infrastructure includes shared services such as compliance, trading, operations, client communication, marketing and distribution.
Aristotle Capital Management, LLC, Aristotle Credit Partners, LLC, Aristotle Capital Boston, LLC, and Aristotle Atlantic Partners, LLC are affiliated organizations. Each is an independent investment adviser separately registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about each adviser, including investment strategies, fees and objectives, can be found in their respective Forms ADV Part 2, which are available upon request.
