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Main Management, LLC · 1 month ago

Vice President - Hybrid Sales Consultant

Florida, United States

Full-time

Hybrid

Mid, Senior Level

5+ years exp

Main Management, LLC is a Southeast-based investment manager looking to expand their team with a new Vice President - Hybrid Sales Consultant. This role focuses on building relationships with financial advisors to drive sales growth while providing education on investment strategies and firm philosophy.

FinanceFinancial ServicesImpact InvestingInformation Technology

Hiring Manager

Robb Weiland

Responsibilities

Build Relationships: Be the crucial link between our client relationship team to Financial Advisors to enhance and deepen our client connections within the Financial Advisor space

Drive Sales: Work with internal and external partners to build relationships with financial advisors and implement business strategies through both proactive phone outreach, emails, virtual meetings, and in-person visits

Educate Financial Advisors: Use deep product knowledge to communicate the firm's investment philosophy, process, objectives, and positioning

Sales Support: coordinate meetings, prepare sales presentations and client communications, and provide product information and updates

Travel and meet with Financial Advisor clients

Assist in the creation of engaging communication materials that detail our investment strategies

Qualification

Series 65 licenseFinancial industry knowledgeSales experienceProactive outreachOrganizational skillsTeamwork

Required

A bachelor's degree and at least 5 years of work experience is ideal

Must have Series 65 license

Comfortable with proactive phone outreach and virtual / in-person meetings

Self-starter who takes initiative and appreciates the value of teamwork in an incredible culture

Strong organizational skills, comfortable with handling multiple tasks simultaneously

Based in the Southeast, preferably Florida, travel 25-35%

Passion for financial industry and markets

Company

Main Management, LLC

A pioneer in managing ETF (Exchange Traded Fund) portfolios, Main Management is committed to delivering transparent, cost-efficient, and customized investment solutions to high net worth individuals and institutional investors.

Founded in 2002

San Francisco, California, USA

11-50 employees