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    Regional Policy Director - Vancouver, BC, Canada - Russell Investments

    Russell Investments
    Russell Investments Vancouver, BC, Canada

    2 weeks ago

    Default job background
    Full time
    Description
    Apply locations Vancouver time type Full time posted on Posted Yesterday job requisition id R-02742

    Business Unit:

    The Regional Director (RD) is responsible for leading the sales efforts of Russell Investments products in a designated area.

    The main purpose is to achieve specific sales targets from investment advisors within a defined territory.

    At Russell Investments, we pride ourselves in delivering a consultative sales approach when working with investment advisors and partnering with them to help grow their business.

    Develop new relationships with Investment Advisors and service needs of existing clients by maintaining regular contact with them in one-on-one meetings, branch presentations, and to a lesser extent, via telephone, e-mail and conference calls.

    Assist in identifying all opportunities to sell and promote Russell Investments products at the broker/dealer firm level within a sales territory.

    Deliver a high level of practice management advice to advisors through the Russell Advisory Services Group.

    Working closely with the other wholesalers, inside sales associates and coordinators to ensure that all Investment Advisors are receiving appropriate coverage through execution of the Territory Plan, regular team meetings to review progress and constant review of the Advisor database.

    Achieve Gross and Net Sales targets as established by National Sales Manager.
    Establish a consultative approach to sales.
    Provide leadership within the regional sales team.
    Provide direction to sales team to meet service needs of clients.
    Follow up as promised with accurate professional quality information.
    Provide effective updates, including performance and management information.
    Bachelor's degree required in Finance, Marketing, or related area.

    Minimum 5 years of experience in the financial industry with at least 5 years of successful sales experience in the investment management marketplace.

    Advanced Consultative performance selling skills.
    Knowledge of the advisor community is essential.
    Working knowledge of Russell Investments' business.
    Working knowledge of Wealth Management strategies.
    Ability to direct regional sales teams.
    Strong organizational skills with the ability to work on several projects simultaneously.
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