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The Associate Director will drive sales pipeline growth, engage with financial advisors, and collaborate with the sales team to close new business opportunities.

Lead portfolio management and trading for rules-based, index, and active equity strategies. Execute global equity trades, manage ETF rebalances, analyze performance and risks, coordinate with brokers/custodians, and drive process improvements.

As a US Equity Analyst, you will cover the Technology sector and broader value universe, generating investment ideas, building financial models, and tracking company performance to ensure sound investment decisions.

Lead and coach a 10–15 person contact center team servicing mutual fund and 529 accounts. Manage live-chat and voice channels, ensure quality, compliance, and performance goals, deepen customer relationships, and implement operational improvements. Coordinate licensing requirements and drive team adoption of processes to achieve efficiency and service standards.

Support a Regional Sales Director by outbound calling and emailing financial advisors, generating leads, preparing investment materials, facilitating advisor calls with portfolio managers, using Salesforce and Power BI for sales reporting, and providing inbound phone coverage. Drive territory sales through prospecting, needs-based selling, and targeted outreach; some travel, nights, and weekends required. Compensation is base plus commissions.

Territory-based mutual fund/ETF wholesaler covering NC/SC/S. VA. Build and maintain advisor relationships, promote investment products, identify opportunities, prepare presentations, support client business planning, and collaborate with internal teams to drive sales growth and meet targets.

Lead end-to-end product design, launch, and lifecycle management for a multi-vehicle asset management product shelf. Identify opportunities, structure new strategies (ETFs, mutual funds, UCITS, CITs, interval funds, separate accounts), coordinate cross-functional launches, support international distribution, monitor market and regulatory trends, and provide governance materials for senior leadership and fund boards.