Saturna Capital

Advisor Relations Sales Representative

Maroc

85 000 – 110 000 $ par anCDI / Temps pleinTélétravail3–5 ansLicence / Bac+3AnglaisCommercial / VenteServices financiers

L’essentiel du poste

Résumé par Postule AI

Saturna Capital, a values-based asset manager managing $9 billion in assets, seeks an Advisor Relations professional to drive sales of mutual funds, ETFs, and separate accounts to financial advisors in the Northeast. This remote role requires building and maintaining relationships with RIAs, wirehouses, and broker-dealers while delivering technical expertise and exceptional service. The position demands strong sales acumen, FINRA licensing, and a commitment to sustainable investing principles.

Vos missions

  • Manage assigned territory and generate sales to meet established objectives
  • Identify and establish new relationships across RIA, wirehouse, and independent broker-dealer channels
  • Cultivate existing client relationships and develop plans to increase client AUM
  • Present technical product knowledge and cross-sell retirement plans and trust services
  • Maintain accurate activity records and sales pipelines using HubSpot

Profil recherché

  • You have proven sales success in financial services or mutual funds
  • You possess or can quickly obtain required FINRA licenses
  • You are comfortable with extensive travel and independent territory management
  • You are passionate about values-based and sustainable investing
  • You have established relationships in the RIA, wirehouse, or broker-dealer channels

Généré automatiquement à partir de l’offre. Postule AI peut se tromper : vérifiez auprès de l’employeur.

About the Role

Saturna Capital seeks an Advisor Relations professional to generate sales of mutual funds, ETFs, and separate accounts to financial advisors, with a focus on RIAs in the Northeast region. This position builds new relationships, deepens existing ones, and drives asset growth through exceptional service and technical product expertise.

Primary Responsibilities

  • Manage assigned territory and generate sales to meet established objectives
  • Identify advisor prospects and establish new relationships across RIA, wirehouse, and independent broker-dealer channels
  • Cultivate relationships and provide ongoing service to existing Saturna clients
  • Develop plans to increase client AUM and cross-sell retirement plans and trust services
  • Present technical product knowledge in clear, compelling ways to advisor audiences
  • Maintain accurate activity records and pipelines using HubSpot

Required Qualifications

  • Bachelor's degree or equivalent combination of education and experience
  • FINRA SIE Exam, Series 7, and Series 66 licenses
  • Proven sales background in mutual funds, separate accounts, or financial industry products
  • Strong portfolio analytic skills and comfort with logic-based discussions
  • Thorough understanding of values-based and sustainable investing strategies
  • Excellent written and verbal communication skills with strong presentation and closing abilities
  • Willingness to travel extensively (25–50%), including some weekends
  • Strong MS Word and Excel skills; Apple computer familiarity preferred

Preferred Experience

  • Established relationships across Wirehouse, IBD, and RIA channels
  • Working knowledge of Saturna products and mutual funds

Work Environment

Location: Remote position with East Coast territory coverage. Travel required.

Compensation: Starting salary $85,000–$110,000 annually; full range with tenure $85,000–$145,000 annually.

Benefits

  • 100% company-paid medical premium; high-deductible plan with full family coverage at no cost
  • Health Savings Account with employer contribution and Employee Assistance Program
  • 401(k) with generous match, profit sharing, and annual performance bonuses
  • 21 paid days off (11 personal, 10 vacation) after first year; 10 paid holidays
  • Paid parental and bereavement leave
  • Up to $2,000 monthly childcare/tuition assistance
  • Professional development and home-buyer assistance programs

Mise en forme par Postule ·

Signaler un problème