Sr. Director, Investment Specialist Sub-Advisory - Aegon AM

Job Description Summary

Aegon Asset Management (Aegon AM) is a leading global investor. Our 385 investment professionals manage and advise on assets of US $341 billion for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations.

We organize our firm around four investment platforms: fixed income, real assets, equities and multi-asset & solutions, which includes a fiduciary and multi-manager business. Each investment platform has dedicated teams with deep asset-class expertise, organized globally and committed to maximizing client benefit from their specialist areas.

We are an international business: Our 1,160 employees work from 13 locations across Europe, the Americas and Asia. We share a common belief in fundamental, research-driven active management, underpinned by effective risk management and a commitment to responsible investment.

Position Overview:

As a member of Aegon AM’s Strategic Partnerships Sales team, this role is responsible for proactively establishing and maintaining business relationships with affiliate wholesalers, a.k.a. Regional Vice Presidents (RVPs), to support sub-advised mutual fund sales efforts. This position will be an extension of mutual fund Portfolio Managers, also known as Investment Specialists (IS) or Client Portfolio Managers (CPMs).

Job Description

Responsibilities:

• Support Aegon AM’s sub-advised mutual funds throughout the US.
• Collaborate with wholesalers or Regional Vice Presidents (RVPs) to assist their sales efforts with Financial Advisors.
• Provide mutual fund fixed income and macroeconomic updates.
• Communicate mutual fund sales themes to support RVPs with the Financial Advisor network.
• Position and differentiate AAM strategies against competitor strategies.
• Keep abreast the continuous mutual fund changes with current economic updates.
• Maintain a log of RVPs collaboration within Salesforce.
• Compliance aware approach.

 Required Qualifications:

• Bachelor’s degree in finance or related business field.
• Ten years of related business experience.
• FINRA Series 7 and 63.
• In-depth fixed income knowledge.
• Highly developed relationship management skills.
• Advanced presentation and communication skills.
• Attention to detail to document activities.
• Ability to work a high energy, collaborative and competitive environment.
• Ability to Travel 50-75%.

Preferred Qualifications:

• CFA or CFA candidate

**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**

 

The salary for this position generally ranges between $150,000 - $175,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

 

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

At Aegon Asset Management, we are committed to fostering a diverse workforce and an inclusive culture. We are more than a global Asset Management firm – we are a people business, and we recognize that delivering excellent client outcomes comes from embracing diverse perspectives. We value diversity in the full range of human uniqueness without limitation including race, gender, ability, language, culture, beliefs, age, origin, background, perspectives and experiences.

We are open to considering flexible working practices. Please talk to us about what this means for you.

#LI-Remote

Why Work for Us

At Aegon Asset Management, we invest in You.

Our people are our greatest asset; with a competitive rewards program including incentive compensation, health and wellness benefits, retirement programs, and learning and development opportunities, our employees are engaged and empowered.  Come be a part of driving our success!

Equal Opportunity Employer:

AEGON USA Realty Advisors, LLC, is an Equal Employment Opportunity/ Affirmative Action Employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.

Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Aegon Companies. Please contact: applicantsupport@aegonusa.com if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs.

Technical Assistance:

If you experience technical problems during the application process, please email applicantsupport@aegonusa.com.