Regional VP, Great Lakes Region (External Wholesaler)
American Beacon Partners
Regional VP, Great Lakes Region (External Wholesaler)
Sales
American Beacon Partners , formerly known as Resolute Investment Managers, is a diversified asset management platform with affiliated and independent partnerships with more than 30 investment managers. Drawing on approximately 40 years of investment expertise, innovation and adaptability, American Beacon Partners delivers enduring value through traditional and alternative solutions designed to meet investors' evolving needs.
Driven by future value creation, American Beacon Partners' unique platform delivers strategic benefits through a full suite of distribution, operational and administrative services that may be leveraged by its affiliates. We offer three customizable partnership models tailored for the U.S. wealth and retirement markets. For affiliated partners , we make strategic investments in boutique asset managers to enhance distribution and administrative support functions. For strategic distribution partners , we help investment managers leverage our distribution expertise to achieve greater scale. For sub-advisors to American Beacon Advisors , we assist institutional-caliber asset managers who are seeking to expand their strategies to retail markets through existing funds or new fund launches. With roots as an unaffiliated sub-advised mutual fund sponsor, the majority of our partnerships are with asset managers who invest and operate with full autonomy and independence.
American Beacon Partners' affiliates include American Beacon Advisors, Inc.; National Investment Services of America, LLC; RSW Investments Holdings LLC; Shapiro Capital Management LLC and SSI Investment Management LLC.
In December 2024, the company was named one of the "Best Places to Work in Money Management" by Pensions & Investments for the sixth consecutive year. For more information, please visit
Ideal candidate must be located in Cincinnati or Columbus, OH
Job Description:
Accountable for proactively marketing and sales of the investment services provided by American Beacon Partners in the Great Lakes Region covering all distribution channels (Michigan, Ohio, and Kentucky).
Key Responsibilities
- Leads sales initiatives, identifies client needs and coordinates efforts to serve assigned territory
- Follows up on client contacts, calling on existing and potential clients
- Provides clients with investment performance updates as well as general client servicing
- Makes presentations to existing and prospective shareholder/clients
- Identifies assigned intermediaries, including independent broker-dealers, regional broker-dealers, RIAs and wire houses
- Leads initiatives with intermediaries in defined territory
- Strong sales skills and product knowledge
- Prepares presentations
- Conducts client meetings
Requirements
- Bachelor's degree, preferably in investment management, finance, business, or related field
- 7+ years of experience in investment management or related business
- In-depth understanding of the industry, financial concepts, product knowledge, investment management and client-service strategies
- Excellent interpersonal, presentation, oral and written communication skills
- Strong planning, organization, analytical and technical skills
- Ability to handle multiple responsibilities concurrently and work independently to perform a variety of tasks with accuracy and attention to detail
- Ability to self-manage workload volumes to achieve or exceed goals and changing priorities in a team environment
- Significant travel (e.g., typically up to 50% of the time)
- NASD License Series 7 and 63 required
- CIMA preferred
#LI-Remote
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