Truist Client Strategist, Intermediary Distribution - Sterling Capital Management (Charlotte, NC or Florida) in Charlotte, North Carolina
Req ID: R0038975
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Regular or Temporary:
Language Fluency: English (Required)
1st shift (United States of America)
Please review the following job description:
Sterling Capital Management LLC (Sterling), headquartered in Charlotte, North Carolina, is a registered investment adviser founded in 1970 with offices in Raleigh, NC; Richmond, VA; Philadelphia, PA; Virginia Beach, VA; Washington, DC; San Francisco, CA and Jupiter, FL. The firm is an independently operated subsidiary of Truist Financial Corporation, the sixth-largest U.S. bank holding company, with Sterling’s management and key professionals retaining a minority portion of profit interests in the firm. As of March 31, 2021, the firm had 177 employees and over $80 billion in assets under management and administration providing investment management services to a diversified group of clients including corporate, public, endowment, foundation, and health care investment pools. Sterling specializes in the management of fixed income, equity and multi-asset portfolios.
Responsible for working and managing a specific geographic territory in order to generate sales within the Sterling Capital mutual funds, separately managed accounts (SMA's), unified managed accounts (UMA's), and/or sub-advised products. Communicate the process and philosophy of the various Sterling Capital investment products to prospects and existing clients.
Essential Duties and Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Prepare business plans and schedules and conduct outside sales calls to financial professionals to influence them to sell and promote Sterling Capital investment solutions within an assigned territory.
Collaborate with internal sales partners on identification and development of opportunities within the territory.
Collaborate with internal sales partners on relationship building and quarterly account reviews.
Conduct one-on-one meetings, seminars and training sessions to financial professionals.
Participate in all company conference calls and sales meetings.
Coach individual sales associates on selling techniques.
Conduct product and non-product specific educational seminars.
Review periodicals on the market, fund performance, economy and product position strategy and manager philosophy to engage in topical conversations in the financial institutions environment.
Manage territory to maximize sales with the efficient use of agreed-upon expenses. Budget estimated sales and client support expenses on an annual basis. Submit expense reports semi-monthly.
Attend/conduct seminars and conferences.
Work to retain existing assets and clients.
Utilize Salesforce.com for Customer Relationship Management (CRM).
Bachelor’s Degree in accounting, business, mathematics, finance or economics, or equivalent education and related training
5 or more years of sales experience in an asset management organization
FINRA: Series 7 63 and 65 or 66 where applicable
Highly developed customer service and/or sales knowledge and aptitude
Market research and strong analytical techniques
Product knowledge of investment products across all asset classes
Strong written and verbal communication and presentation skills
Ability to manage a territory effectively
Proven strong problem solving
Effective project management and coordination
Sound judgment and decision making ability
Work cooperatively in a team based environment, with the skills to develop effective relationships with colleagues and clients
Demonstrated proficiency in standard computer applications such as Microsoft Office software products
Ability to travel, occasionally overnight
Financial Intermediary field sales experience
MBA, CFA, CIMA, CFP
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