Senior Vice President, Regional Director – Wealth Management

Who We Are : With offices in Los Angeles, Newport Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide.

Our mission is to help our clients reach their long-term financial goals with active portfolio management using our research-driven investment framework.

Aristotle attracts and retains talented investment professionals through a culture focused on research, investment management and client success.

We are currently seeking a Senior Vice President, Regional Director Wealth Management to join our team. The SVP, Regional Director Wealth Management Group will assist the Company and its affiliates with their sales and marketing efforts within the wealth management channel.

This position will have geographic emphasis on the mountain states portion of the US including CO, UT, NM, WY, ID, and MT.

What You Will Do : Implement a territory sales and service strategy with the primary objective to increase sales of Aristotle’s investment strategies.

Coverage will be specific to broker dealers with an emphasis on Wirehouse. Manage multi state territory with objective of maintaining a high level of client service while simultaneously growing territory assets.

Ability to discuss multiple investment solutions across different asset classes. Travel as needed to effectively raise assets.

What You Will Need : 10+ years of relevant financial-services industry work experience : required Prior experience as an internal and external sales professional : required Solid, consistent, and progressive work history : required Bachelor’s degree from accredited college or university and strong academic background : required Advanced / Master’s degree or professional certificate (CFA, CFP, MBA) : desired Series 7 : required Series 63 or 66 : required Clean U4 / 5 : required Existing relationships primarily within the Wirehouse Wealth Management channels : highly desired Working knowledge of SMA, UMA, mutual funds : required Proactive phone work : required Proven track record of success in managing multi state, multi strategy sales territory : required Face-to-face client meetings / presentations skills and experience : required Knowledge driven consultative sales process : required Familiarity with Salesforce, Discovery Database : desired What We Have to Offer : Robust Health, Dental, and Vision insurance for you and your dependents 401(K) Retirement Plan with Employer Matching A culture that values inclusivity Flexible Paid time off, including annual Employee Volunteer Day Life, Critical Illness, Disability, and Accidental Injury Insurance Employee Assistance Program Various Company events throughout the year Employee Discount Program Is Aristotle Right for You?

At Aristotle, we stand by our core values. We place our clients’ interests first. We act with integrity. We achieve excellence through accountability and collaboration.

We empower our employees. We are respectful. We value community. Compensation Range : $225,000.00 - $250,000.00, plus commissions.

Please note that the pay range provided is a good faith estimate for the position at the time of posting. Actual compensation will be dependent on factors, including but not limited to, the individual’s qualifications, relevant experience, knowledge, skills, education, internal equity, and physical work location within the state.

This position will have geographic emphasis on the mountain states portion of the US including CO, UT, NM, WY, ID, and MT.

Preference is to be located in CO . We are looking for exceptional individuals who are intelligent, enthusiastic, and curious, someone who will contribute to our expanding business.

An ideal candidate would not limit their contribution to the provided job description but would help us surpass our goals by continually finding ways to improve themselves and the firm.

If you would like the stability of a successful, established company and the growth opportunities of a dynamic environment, we look forward to hearing from you.

Note : The above description identifies the essential job functions and skills needed by the person or persons assigned to this position.

These job functions and skills are not intended to be a complete and exhaustive list of all responsibilities, duties and skills required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. The information contained herein is subject to change at the company's discretion.

No phone calls. No agencies or recruiters. Aristotle is an Equal Employment Opportunity Employer. Aristotle will consider for employment, qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance.

Aristotle Capital Management, LLC, Aristotle Credit Partners, LLC, Aristotle Capital Boston, LLC, Aristotle Atlantic Partners, LLC, Aristotle Pacific Capital, LLC, and Aristotle Investment Services, LLC, are affiliated organizations.

Each is an independent investment adviser separately registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training.

More information about each adviser including the investment strategies, fees and objectives can be found in their ADV Part 2, which is available upon request.

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