- Sell company products for larger or more complex accounts through one or more assigned intermediaries
- Be assigned primary or joint account management responsibilities for assigned territory
- Meet with clients to present investment reviews, discuss investment strategies, and to identify and respond to needs in an effort to improve client relationships
- Prepare and present sales training seminars with intermediaries to promote and develop sales opportunities
- Develop and implement sales programs and strategies for the growth and servicing of clients
- May supervise and oversee work activities of internal wholesaler position in assigned channel if appropriate, including evaluating performance and training needs, and recommending hiring, termination, and salary actions
- Generate new sales ideas, identify new sales opportunities, and launches new products
- Maintain awareness of competitive industry trends to provide technical investment information to clients
- Provide coaching and mentoring to lower level staff
- Carry out other duties as assigned
What to expect when you join our firm
- Hybrid working and reasonable accommodations
- Generous Holiday policies
- Excellent Health and Wellbeing benefits including corporate membership to Wellhub
- Paid volunteer time to step away from your desk and into the community
- Support to grow through professional development courses, tuition/qualification reimbursement and more
- Maternal/paternal leave benefits and family services
- Unique employee events and programs including a 14er challenge
- Complimentary beverages, snacks and all employee Happy Hours
Must have skills
- At least five years of field experience in financial services industry
- Bachelor's Degree or equivalent required
- Series 6, 7 and 63 licenses required
- Great interpersonal skills with the ability to develop strategic business relationships
- Excellent public speaking and presentation skills
- Advanced knowledge of the company, including history, investment resources/team/style/process, and fund offerings
- Solid understanding of financial services industry and investment products in general, including stocks, bonds, funds, annuities, 401K plans, pension plans
- Organised and able to balance multiple tasks simultaneously
- Ability to work and make decisions independently
- Excellent attention to detail and accuracy
- Intermediate to advanced digital literacy including MS Word, Excel, PowerPoint
- Ability to build effective client presentation materials
- Excellent verbal and written communication skills
Supervisory responsibilities
Potential for growth
- Mentoring
- Leadership development programs
- Regular training
- Career development services
- Continuing education courses
Compensation information
The base salary for this position is $100,000. This is estimated for this role. Actual pay may be different. This role will remain open through August 31, 2026.
Colorado law requires an estimated closing date for job postings. Please don't be discouraged from applying if you see this date has passed.#LI-SW1 #LI-Hybrid
Annual Bonus Opportunity: Position may be eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.
Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here.
