Relationship Manager - San Francisco, CA

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    "jobTitle": "Relationship Manager - San Francisco, CA",
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    "description": "<p class=\"listheading\" style=\"margin-bottom:8px\"><span style=\"display:block;font-size:12px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"font-weight:bold\"><span style=\"font-weight:normal\">The </span>Relationship Manager<span style=\"font-weight:normal\">, </span>External Wholesaler,<span style=\"font-weight:normal\"> is responsible for new business development in the San Francisco region for both the Independent Broker Dealer and Wirehouse Channels.&nbsp; This person will be responsible for marketing a suite of fixed income, equity and global asset allocation funds and a suite of ETFs.&nbsp; The region includes Northern California, Oregon, Washington, and Alaska. The ideal candidate would reside in the <strong>San Francisco Bay Area</strong>.&nbsp; </span></span></span></span></p>\r\n\r\n<p class=\"listheading\" style=\"margin-bottom:8px\"><span style=\"display:block;font-size:12px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\"><span style=\"font-weight:bold\">Job Functions</span></span></span></p>\r\n\r\n<ul>\r\n\t<li class=\"Listbulletindented\" style=\"margin-left:8px\"><span style=\"display:block;font-size:12px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\">Drive Net New Assets through proactive advisor engagement and relationship development</span></span></li>\r\n\t<li class=\"Listbulletindented\" style=\"margin-left:8px\"><span style=\"display:block;font-size:12px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\">Represent DoubleLine products and strategies to advisors throughout territory</span></span></li>\r\n\t<li class=\"Listbulletindented\" style=\"margin-left:8px\"><span style=\"display:block;font-size:12px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\">Develop an annual business plan detailing the necessary strategies, tactics, and resources to achieve stated objectives</span></span></li>\r\n\t<li class=\"Listbulletindented\" style=\"margin-left:8px\"><span style=\"display:block;font-size:12px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\">Travel across a large territory 3-4 days per week</span></span></li>\r\n\t<li class=\"Listbulletindented\" style=\"margin-left:8px\"><span style=\"display:block;font-size:12px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\">Develop, build and maintain relationships with key financial advisors within a focus list of clients and prospects</span></span></li>\r\n\t<li class=\"Listbulletindented\" style=\"margin-left:8px\"><span style=\"display:block;font-size:12px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\">Track all meetings and sales events through CRM system (Salesforce.com)</span></span></li>\r\n\t<li class=\"Listbulletindented\" style=\"margin-left:8px\"><span style=\"display:block;font-size:12px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\">Present pre-approved sales presentations in a highly professional manner to a variety of audiences</span></span></li>\r\n\t<li class=\"Listbulletindented\" style=\"margin-left:8px\"><span style=\"display:block;font-size:12px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\">Maintain close working relationship with Advisor Consultant (Internal Wholesaler) and other key firm staff to promote sales activity and service clients</span></span></li>\r\n\t<li class=\"Listbulletindented\" style=\"margin-left:8px\"><span style=\"display:block;font-size:12px;\"><span style=\"font-family:Arial,Helvetica,sans-serif;\">Keep abreast of the current economy, global markets, fund performance and future outlook</span></span></li>\r\n</ul>\r\n",
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The ideal candidate would reside in the San Francisco Bay Area.&nbsp; \\r\\n\\r\\nJob Functions\\r\\n\\r\\n\\r\\n\\tDrive Net New Assets through proactive advisor engagement and relationship development\\r\\n\\tRepresent DoubleLine products and strategies to advisors throughout territory\\r\\n\\tDevelop an annual business plan detailing the necessary strategies, tactics, and resources to achieve stated objectives\\r\\n\\tTravel across a large territory 3-4 days per week\\r\\n\\tDevelop, build and maintain relationships with key financial advisors within a focus list of clients and prospects\\r\\n\\tTrack all meetings and sales events through CRM system (Salesforce.com)\\r\\n\\tPresent pre-approved sales presentations in a highly professional manner to a variety of audiences\\r\\n\\tMaintain close working relationship with Advisor Consultant (Internal Wholesaler) and other key firm staff to promote sales activity and service clients\\r\\n\\tKeep abreast of the current economy, global markets, fund performance and future outlook\\r\\n\\r\\nQualifications\\r\\n\\tBachelor&rsquo;s degree, preferably in marketing or a finance-related major\\r\\n\\tAbility to thrive in an independent, challenging and collaborative environment\\r\\n\\tMinimum of 5 years in the investment management industry and 3 years as an external wholesaler\\r\\n\\tSeries 7 and 63 licenses\\r\\n\\tDemonstrated success selling mutual funds, ETFs and alternative products\\r\\n\\tExisting relationships within territory\\r\\n\\tKnowledge of the investment management industry and key portfolio management concepts\\r\\n\\tUnderstanding of various broker-dealer platforms\\r\\n\\r\\n\\r\\n&nbsp;\\r\\n\\r\\nBase Salary Range\\r\\nThe estimated base salary for this position is $125,000. 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In addition to base salary, this position is eligible for an annual discretionary bonus, plus a comprehensive benefits package.\\r\\n\",\"validThrough\":\"-0001-11-30\"}",
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