Associate Vice President – RIA Internal Sales

Angel Oak Capital Advisors is an investment management firm focused on providing compelling fixed income investment solutions for its clients.

Backed by a value-driven approach, Angel Oak Capital seeks to deliver attractive risk-adjusted returns through a combination of stable current income and price appreciation.

Our experienced investment team seeks the best opportunities in fixed income with a specialization in mortgage-backed securities, other areas of structured credit, and corporate credit.

A highly entrepreneurial organization that embraces a strong service-based culture, Angel Oak was named a Top 150 Workplace by the Atlanta Journal Constitution the past six years.

Position Overview

Generate sales / interest / meetings for Angel Oak Capital products within a specified geographic territory with financial advisors within the RIA Channel.

Principal Accountabilities :

The Internal Wholesaler’s role will be to develop leads and actively solicit new investment product sales and meetings through outbound calls and emails to financial advisors within the RIA Channel.

• Territory calendar management
• Schedule meetings for the External Wholesaler with prospects and existing producers
• Manage prospects and producers throughout the entire sales cycle
• Market research, competitive analysis
• Document all daily activities, such as relevant calls, emails, and follow-up activities in Salesforce.com
• Preparation of investment marketing materials and presentations
• Portfolio analysis
• Sales and client / asset retention support to their External Wholesaler partner
• Develop and continually improve upon strong product, industry, market and economic knowledge
• Adhere to all compliance / firm guidelines and requirements

Qualifications

Minimum :

The selected candidate should be a goal oriented, highly motivated, organized and self-directed individual who is constantly striving to exceed expectations.

The candidate will maintain a positive attitude, a high level of activity and be motivated by surpassing goals and increasing sales within their territory.

• Bachelor's Degree from a four-year college or university required;
• Business, Economics, Finance major
• 3+ years financial services experience
• Prior Internal Wholesaling or Financial Advisor experience preferred
• FINRA Series 7 and 63 or 6
• Clean U-4
• Proficient knowledge of MS Office
• Strong written, sales, presentation and telephone skills
• Competitive, results-oriented mindset
• Ability to work well in a team environment

Preferred :

• Demonstrates a strong understanding of asset allocation and portfolio construction process
• Strong understanding of investment trends, financial concepts real estate and credit markets
• Must demonstrate ability to grasp and articulate complex topics
• Knowledge of financial advisor practices
• Ability to thrive in a fast-paced, team-focused environment
• Motivated to achieve success
• Outgoing, strong interpersonal skills
• Coachable
• Demonstrates excellent time management and organizational skills
• Salesforce.com experience preferred

Any additional information you require for this job can be found in the below text Make sure to read thoroughly, then apply.

NOTE : These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties, and skills required of this job.

Angel Oak Capital Advisors provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

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