Regional Director - Midwest Territory (Sales)

Brinker Capital Inc. a premiere investment management firm is looking to add a Regional Director to our Midwest Territory to be based in Chicago, IL.

Incumbent will be responsible for:

1. Profitability~ gathering new assets
2. Profitability ~ retaining existing assets
3. Developing and executing territory business plan
4. Recruiting new advisor relationships and attending Broker/Dealer Conferences
5. Expanding scope of existing advisor relationships
6. Mastering sales process and knowledge of all programs and products
7. Continuing education and training within the investment industry
8. Training advisors to deliver the investment story and process
9. Assisting advisors in closing end-investor business
10. Supporting advisor marketing programs to end-investor  

** This position will be based in Chicago, Illinois. 

Requirements: 

• Bachelor’s Degree in Business or Finance or related major
• At least 7 years industry sales experience (outside sales experience)
• Series 7 & 65 or 66 SEC registrations
• Willing to travel
• Self-motivated, outgoing, enthusiastic, team player well-versed in the investment industry
• Strong speaking and listening skills