Offer summary
Qualifications:
8 to 12 years sales experience, Series 7 and 63 required, CIMA and/or CFA desired, Extensive knowledge of investment strategies, Experience with platforms like RPM, UMA, SMA, ETFs.Key responsabilities:
- Increase FT assets under management (AUM)
- Anticipate and address investment needs of clients
- Develop territory business plans based on market shifts
- Enhance client relationships through tailored solutions
- Lead sales efforts with internal collaboration