Regional Director - Wealth (Wholesaler)
Wellington Management Company(1 month ago)
About this role
Regional Director, Wealth Management - Alternatives Distribution for Wellington Management covering the Texas/Southern region, focused on promoting the firm’s public and private investment strategies to financial advisors across wire houses, independent and regional broker-dealers, and large wealth platforms. The role supports building a world-class distribution and servicing model, participates in national and regional meetings, and is expected to be territory-based with extensive travel. Wellington is a private investment management partnership offering a broad set of asset management solutions.
Required Skills
- Relationship Management
- Sales
- Territory Management
- Prospecting
- Presentations
- Investment Review
- Communication
- Salesforce
- Excel
- Alternative Investments
+1 more
Qualifications
- Bachelors Degree
- Series 7
- Series 63
- CFA
- CAIA
About Wellington Management Company
wellington.comN/A
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