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Associate Director Intermediary Distribution (West Territory)

Associate Director Intermediary Distribution (West Territory)

Artisan PartnersSan Francisco, CA, US
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Associate Director Intermediary Distribution (West Territory)

Artisan Partners is seeking a dynamic and driven Associate Director to join our Intermediary Distribution team, supporting the Broker-Dealer and RIA channels across the West region. This role is ideal for a self-starter and collaborative team player who thrives in a fast-paced, relationship-driven environment. The Associate Director will work closely with the regional team to expand Artisan's presence, deepen client relationships, and drive sales growth.

Location : Los Angeles, CA | San Francisco, CA

Base Salary Range : $90,000 - $120,000

Specific placement within the provided range will be determined by an individual's geographic location as well as relevant experience and skills for the role. Base salary is only one component of our total compensation package. Associates may be eligible for a discretionary bonus, which is determined upon Firm and individual performance.

Responsibilities

The candidate can expect to :

  • Cultivate and maintain strong relationships with existing financial advisor clients
  • Proactively initiate daily outbound calls to prospect and engage targeted financial advisors
  • Collaborate with the regional team to develop and execute a strategic territory business plan
  • Profile financial advisors to understand their business models and identify new investment opportunities
  • Implement client retention strategies and support ongoing relationship management
  • Maintain and update the client / prospect database with accurate and timely information
  • Analyze sales reports to identify trends and opportunities for growth
  • Stay informed on industry developments, competitor activity, and market trends
  • Travel within the territory to conduct in-person meetings and attend industry conferences

Qualifications

The successful candidate will possess strong analytical skills and attention to detail. Additionally, the ideal candidate will possess :

  • Bachelor's degree required
  • FINRA Series 7 and 63 licenses required
  • 2-5 years of experience in intermediary distribution or wholesaling
  • Excellent communication, presentation, and organizational skills
  • Strong analytical mindset and attention to detail
  • Willingness to travel regularly within the assigned territory
  • Artisan Partners Limited Partnership is an equal opportunity employer. Artisan Partners does not discriminate on the basis of race, religion, color, national origin, gender, age, disability, marital status, sexual orientation or any other characteristic protected under applicable law. All employment decisions are made on the basis of qualifications, merit and business need.

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    Distribution Associate • San Francisco, CA, US

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