Relationship Manager - South

Job Details

Level

Experienced

Job Location

Tampa, FL - Tampa, FL

Education Level

4 Year Degree

Description

The Relationship Manager, Broker Dealer Southeast, is responsible for new business development forboth the Independent Broker Dealer and Wirehouse Channels. This person will be responsible formarketing a suite of fixed income and equity mutual funds and ETFs. The Southeast region includes the states of AL, DC, FL, GA, NC, MD, MS, SC, TN, and VA.

Job Functions

• Develop an annual business plan and devise the necessary activity strategies, tactics and resources to achieve stated goals and objectives.
• Ability to travel across a large territory 3-4 days per week
• Develop, build and maintain relationships with key financial advisors within a focus list of clients and prospects.
• Meet with advisors and educate them on the DoubleLine Funds.
• Track all meetings and sales events through CRM system (Salesforce.com).
• Present pre-approved sales presentations in a highly professional manner, which can be adapted to a variety of audiences.
• Interact with Firm staff to coordinate client service and sales efforts.
• Keeps abreast of the current economy, global markets, fund performance and future outlook.

Qualifications

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