Logo for Frontier Asset Management, L.L.C.

Regional Director

Frontier Asset Management, L.L.C.

Role overview

Qualifications

  • Bachelors degree
  • Minimum of 5 years investment wholesale experience
  • Proven industry-established sales record
  • Strong organizational skills with the ability to manage multiple projects

Responsibilities

  • Work with RSC to actively develop relationships with existing or potential advisors
  • Attend and present at B/D conferences and events
  • Efficient use of technology including Salesforce, Pardot, Seismic
  • Update and maintain Salesforce CRM records of meetings

Key facts

  • Remote from: Minnesota (USA)
  • Full time
  • Senior (5-10 years)
  • Regional Sales Director
  • English

Hard skills

Other skills

  • Sales
  • Microsoft Office
  • Organizational Skills
  • Communication

About the company

Frontier Asset Management, L.L.C. logo

Frontier Asset Management, L.L.C.

Investment Management

Established in 2000 and based in Sheridan, Wyoming, Frontier Asset Management is an independent asset management firm dedicated to dynamic risk management. Our dynamic approach seeks to maintain a constant risk level across our diverse range of downside-risk managed strategies. We carefully research and select skilled third-party investment managers to offer diversified portfolio solutions for financial advisors across the United States. With a focus on consultative guidance and a variety of investment strategies, including Core, Tax-Managed, Active ETF, Faith-Based, Specialty, and Income, Frontier is dedicated to helping advisors deliver consistent risk management and customized investment options for their clients' needs. To learn more about Frontier, visit us at www.frontierasset.com. To learn more about Frontier Funds and for important disclosures, visit us at https://funds.frontierasset.com.

Company details

IndustryInvestment Management
Company size11 - 50

Links

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Job description

The primary duties of the Regional Director involve developing new business for Frontier and maintaining and nurturing existing advisor relationships.  The Regional Director will have a specific territory, where they will be responsible for the strategic plan and managing and deploying the resources to maximize territorial sales while staying within assigned budget. The Regional Director is expected to be an industry and financial services expert, providing consulting support for our current and potential financial advisors.  Acting as a coach and leader, the Regional Director will work with our Regional Sales Consultant and Client Service Team to promote a premier sales and service model for our advisors.

Hours: Full-time position

Salary: Depends on Experience/ Sales Compensation

Benefits:             

  • 4 weeks of earned Paid Time Off
  • Paid holidays
  • Health, Dental, Vision, and Life Insurance
  • 401(k) Potential additional 4% Employer Match for a total of 8%  

Preferred location: Minneapolis, MN - Kansas City, MO - St Louis, MO - Dallas, TX

Responsibilities

  • Work with RSC to actively develop relationships with existing or potential advisors
  • Attend and present at B/D conferences and events 
  • Efficient use of technology including Salesforce, Pardot, Seismic
  • Present strategies in-person and through webcast and other sales tools
  • Update and maintain Salesforce CRM records of meetings
  • Maintain regional budget
  • Travel required 50-75%
  • Commitment to continuing education

Qualifications

  • Bachelors degree
  • REQUIRED: a minimum of 5 years investment wholesale experience
  • Proven industry-established sales record
  • Deep industry relationships, preferably in the IBD and RIA space
  • Strong organizational skills with the ability to manage multiple projects
  • Excellent written, oral and verbal communication
  • Strong computer skills including: SalesForce, Pardot, Microsoft Office, Zoom
  • Strong financial services knowledge
  • Series 65 and or CFP® preferred

Compensation: Base 100-125K, plus sales compensation

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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