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Experienced Insurance Portfolio Manager with a deep understanding of fixed income products and insurance company regulations. Responsible for optimizing client objectives while managing risk. Skilled in asset-liability management, strategic asset allocation, and derivative strategies. Strong communication and project management skills. Client-focused with a track record of relationship development. Minimum 10 years of investment management experience, including 7 years in managing insurance portfolios.

The Regional Sales Consultant will support sales initiatives, client servicing, and relationship-building alongside an external wholesaler. Responsibilities include understanding firm products, making proactive sales calls, conducting competitive analysis, and managing the assigned sales region effectively.

Regional Manager position within a leading global investment management firm. Responsible for developing and servicing sales with financial advisors in Wisconsin. Requires 7+ years of experience in growing sales with financial advisors and active Series 7 and 63 licenses.