Investment Branch Manager

Our client is a growing Online Financial Services firm with a large client base, selling investment products to high net worth and small business owners. They are looking for experienced Investment Sales Managers – to coach Investment Consultants who are actively licensed with Series 7 and Series 65, as well as appropriate insurance licensing to position investment products and perform financial planning. The ideal candidate will manage 4-10 investment advisors selling investment products to an existing list of clients while on base salary and earning quarterly bonus. This client has an impressive marketing organization that stimulates interest in product offers with existing clients. They focus on collecting additional assets from existing clients and offering a better price for a larger piece of the pie. Compelling value equation for a client in today’s market. Investment consultants do not use white pages or cold calling.
REQUIREMENTS


Ideal candidate will have:
Track record of recruitingExpertise in Coaching and developing team membersBusiness Development and forecasting skillsResolve client issues have direct client experienceExperience increasing market share and penetration
The compensation model is base salary plus bonus. Total earnings $80K – $135K. Series 9/10 or Series 8 are a plus and will be required to have within 90 days of employment.
mARTo consulting is an Executive Search firm that specializes in placing investment professionals. There is no fee to the candidate ---placement fees are paid by the company.
If you are ready to launch your career with a firm committed to world-class performance then send your resume and salary requirements for consideration. Contact: Human Resource Department mARTo consulting
Refer to: Job Code #CB703B
Keywords: Investment Manager, investment sales, Series 7, series 9, series 10, Investment Sales Manager.