VP, RIA Regional Director - Midwest

Future Standard is seeking a VP whose function will be to solicit, promote and encourage sales or purchases of securities of Future Standard products Registered Investment Advisor clients.

THE SUCCESSFUL CANDIDATE IS EXPECTED TO:

— Build consultative relationships in the RIAs market and grow market share with top financial advisors and key centers of influence in the RIA channel for FS Investments.

— Develop and implement a fundraising plan for the RIA market, utilizing fully the FS Investments business plan template.

— Become the product specialist for investments offered to the RIA client base.

— Work closely with internal resources to implement territory plan, prospect and maintain existing firm relationships.

— Fully leverage the firm’s CRM platform, including logging all contact data and client profile information, as well as creating reports to analyze sales data.

— Master the firm’s investment messaging.

— Be a student of the markets and effectively add value to advisor consultations through a holistic view of their business.

— Represent the firm at regional and national conferences.

— Consistently improve and develop product knowledge, sales skills and efficiencies through active involvement in company training, education and professional development programs.

— Study and learn the firm’s language and sales process, to deliver a consistent experience for clientele of the Broker and its Affiliates.

— Effectively leverage senior executives in the sales process in territory management.

— Work closely with the Broker’s National Accounts group to identify and execute on specific firm and advisor initiatives.

— Fully adhere to and reinforce standards of Future Standard Code of Conduct.

— Extensive Travel Required. Central Region Focus. 

QUALIFICATIONS:

— 7+ years’ of experience of RIA sales experience related to the role.

— Bachelor’s degree in business, finance, or economics preferred.

— FINRA Series 7 license required.

— Established relationships at focus firms within territory.

— Experience using CRM systems (Salesforce.com) and established proficiencies in Microsoft Office Suite.

— Ability to excel individually when limited resources are available.

— In depth investment management and general market knowledge.

— Strong business acumen and demonstrated proficiency in general business disciplines and software applications.

— Strong working knowledge of regulatory (FINRA, SEC, etc.) rules.

— Strong verbal/written communication skills and presentation skills.

— Ability to synthesize and present complex information in a way that facilitates understanding.

— Strong organizational skills and the ability to manage multiple competing projects with finite resources.

— High standards for accuracy and work quality.

— Ability to operate and manage comfortably and effectively in a fast-paced, competitive environment.

— Effective conflict management skills.

— Ability to identify and lead process improvement while operating within established guidelines.

— Ability to use seasoned judgment by applying broad knowledge and experience when addressing complex issues.