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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
Cette description d'emploi a pu être reformatée par Postule pour améliorer sa lisibilité et sa présentation. Le contenu et les informations restent fidèles à l'offre d'emploi originale. .