FLX Distribution Advisor Consulting Director (Multi Channel)

  • Contract
  • Full Time
  • Nationwide

About FLX Distribution

FLX Distribution is the first Resource and Asset Management Platform (RAMP) bringing together asset managers, distribution professionals, wealth managers, and advisors. Our vision is to be the premier, cost-effective, and flexible distribution solution for asset managers to effectively access and engage with experienced and proven distribution professionals.

 

The FLX Distribution Advisor Consulting Director (ACD) is responsible for covering a defined group of Financial Advisors, Branch offices and/or Registered Investment Advisors in their defined territory articulating a compelling, consistent message for the inclusion of the appropriate products and value-add services supported by FLX Distribution.  They will be responsible for promoting the FLX Distribution platform and the participating Asset Managers which they represent.

 

The ACD will coordinate with the members of the broader FLX Distribution Sales and Marketing teams to proactively pursue new sales of approved platform products, or cross sales of other FLX Distribution products.

 

Responsibilities include:

 

  • Develop annual business plan including the necessary strategies, tactics and resources required to achieve plan
  • Develop and maintain relationships with investment decision makers in their defined territory
  • Responsible for segmenting their territory based on the opportunity set and proactively promoting the FLX Distribution platform and related suite of products and solutions providers to qualifying prospects
  • Promote sharing and exchange of industry knowledge and trends across the sales teams and greater organization including assisting with developing key marketing strategies and their execution.
  • Collaborate with fellow FLX teams and members, including Portfolio Services, Portfolio Research, Relationship Specialists and Pod Facilitators
  • Comprehensive knowledge of Asset Managers and related product solutions represented including
    • Ability to articulate the investment process and philosophy
    • Understanding of relative performance versus both benchmark and competing products and other performance attribution analysis
    • Apply situationally to address advisor needs
  • Proactive coordination and feedback with the FLX Marketing Team regarding
    • Campaign outreach and follow up
    • Member/Asset Manager feedback from Advisors
    • Competitive landscape and related trends
  • Record all sales and marketing activity into the Salesforce CRM, including but not limited to
    • Phone calls
    • Emails
    • In person meetings
    • Conference participation
  • Be an active participant and contributor on all Member/Asset Manager calls, providing take-a-ways

from direct market experience as well as input on best practices to position products and managers represented

  • Focus FLX Distribution efforts to take advantage of tactical / market driven opportunities
  • Stay abreast of the current economy, advisor portfolios, relative performance and future outlook.

 

Position Requirements:

  • 10+ years of asset management or wealth management experience
  • Strong, demonstrated relationships with Financial Advisors within or across the RIA, Independent/Family Office and National/Regional Wirehouse channels
  • Experience working with Manager Research teams preferred
  • Strong knowledge of investments, asset management products and industry landscape
  • Bachelor’s degree; MBA/CFA a plus
  • Required licenses; FINRA Series 7 and 63

To apply for this job email your details to HumanCapital@FLXdst.com