Bachelor's degree with at least 2 years of experience in sales, brokerage, or asset management.
Familiarity with SMAs, ETFs, Mutual Funds, and/or Direct Indexing strategies is preferred.
Strong sales communication skills; highly motivated and results-driven.
Ability to thrive in a team environment with strong relationship-building abilities.
Detail-oriented with effective time management and organization skills.
FINRA Series 7 and Series 63 & 65 licenses, or ability to obtain within 90 days.
Responsibilities
Engage in outbound activities to develop sales pipeline and close new business opportunities.
Meet or exceed defined sales goals and activity metrics monthly, quarterly, and annually.
Collaborate with external Sales Directors for meeting preparation and follow-up activities.
Work with other Associate Directors to execute sales campaigns for new growth opportunities.
Respond to advisor inquiries with timely and relevant information on investment strategies.
Benefits
Comprehensive Medical, Dental, and Vision plans.
Flexible PTO policy for work-life balance.
Family Medical and Disability Leaves.
Education Tuition Reimbursement for professional development.
401k plan with a generous employer match.
Full Job Description
Associate Director, Internal Sales
Charlotte, NC
General Summary and Purpose:
As an Associate Director, you will be an integral part of a high-performing sales team helping accelerate growth for the firm. You will work closely with experienced external and internal Sales Directors and have direct engagement with WestEnd's investment team, giving you the context and confidence to drive meaningful conversations with financial advisors across multiple channels.
You Will:
Proactively engage in outbound activities to develop sales pipeline, deepen existing advisor relationships, and close new business opportunities.
Meet or exceed defined activity metrics and sales goals on a monthly, quarterly, and annual basis via virtual presentation webinars and client meetings.
Work together with Directors (external sales) on territory management, meeting preparation, and follow-up activities.
Collaborate with other Associate Directors (internal sales) to drive and execute sales campaigns to capture new growth opportunities across partner firms.
Respond to advisor inquiries with timely information on investment strategies and market positioning.
You Have:
Bachelor's degree with a minimum of 2 years of work-related experience. Preferably in sales, brokerage or asset management with familiarity with SMAs, ETFs, Mutual Funds, and/or Direct Indexing strategies.
Highly motivated and results driven with effective sales communication skills.
Thrives in a team environment with strong relationship building and a willingness to collaborate.
Detail oriented with effective time management, organization, and a focus on constant execution.
FINRA Series 7 and Series 63 & 65 (or ability to obtain within 90 days)
Target Compensation:
The target base salary range for this position is $85,000 - $100,000.
Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant's skills and prior relevant experience, certain degrees, and certifications.
Victory Capital Management operates a pay-for-performance compensation philosophy and total compensation may vary based on role, location, department and individual performance. Victory Capital Management's total compensation package includes the opportunity for annual compensation bonuses and/or commissions and a generous benefits package.
Our Benefits:
Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.
