MANAGING DIRECTOR, INTERMEDIARY SALES

Managing Director Of Intermediary Sales

As the Managing Director of Intermediary Sales, you will be responsible for the management and mentorship of a sales team that interacts with IDG Advisors, National Accounts and Defined Contribution Services.

You will collaborate with the Marketing department to create and implement specific campaigns that align with strategic goals of the firm. You will also leverage in-house resources such as, Portfolio Strategies Group, Advisory Services, etc., to empower our Advisors and deliver exceptional thought leadership and investment insights to our advisor clients. You will have responsibility of optimizing profitable revenue growth, advisor engagement and satisfaction, pipeline development, forecast and expense management. You will report to the Chief Distribution Officer.

Responsibilities

• Develop, lead and implement a strong business strategy for the IDG team
• Lead talent management and development including the monitoring of sales activities, shaping of territory business plans, sharing effective sales tactics and seeking ways to optimize sales processes
• Continual review of performance to guide sales team on differentiating, innovating and excelling in their roles
• Coordinate firm-specific initiatives and collaborate effectively to further relationship development, home office initiatives and thematic campaigns
• Cultivate high functioning collaboration across cross-functional groups, contributing significantly to strategy development, sales narratives, new initiatives and special projects
• Provide coverage for select DC and retail national accounts relationships
• Provide coverage for select DC advisor relationships
• Execute sales management responsibilities for IDG, including the following :

Technology implementation (InvestCloud portals, CRM creation and maintenance)

Qualifications

Compensation : $175,000-$250,000 expected base salary