Senior Vice President, Regional Director – Wealth Management

Who We Are :

Maximise your chances of a successful application to this job by ensuring your CV and skills are a good match.

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.

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.

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.

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