Job Title: Regional Associate

Reports to (title): Senior VP, Head of National Accounts

Job Description:

The Regional Associate (RA) is responsible for supporting and selling our mutual funds, exchange-traded funds, and separate account wrap products over the phone to third-party distributors. The RA will partake in ongoing focus Firm campaigns, Firm initiatives, maintain existing relationships, provide ongoing support to clients, continually qualify new leads for the external wholesalers, and provide performance data in an effort to solicit business.

Duties & Responsibilities:

Fundamental Research & Investment Analysis

Utilizes knowledge of company products in an effort to develop business
Proactively follows up with clients and prospective clients in a timely manner
Promotes the sale of the company's proprietary mutual funds through internal and external distribution channels, assists with the development of sales tools/collateral, and delivers product training to both internal and external audiences
Determine which financial product(s) the Firm offers best suits the potential advisor
Initiate and maintain sales and service relationship with broker consultants to promote the sale of the company’s products
Profile & qualify new leads for the External Wholesalers (Regional Marketing Managers)
Follow-up Calls
Thank you Calls
Fund/Firm Update Calls
Responsible for mailings/literature requests
Assist external wholesaler with scheduling supplemental appointments with advisors
Works closely with wholesalers to develop marketing strategy to manage assigned territory
Prepares weekly action plan and reviews it daily to determine each day's call plan
Develop & maintain relationships with all producers & prospects via the phone
Main point of contact for all producers and prospects
Respond to any inbound inquiries regarding the funds and the firm
Travel into the territory up to 2 times per year may be required
Attend conferences when appropriate

Qualifications:

Undergraduate degree required in finance, economics, engineering, mathematics, science, or a related field
Cumulative GPA of 3.0 or above required in a 4.0 scale
2-5 years experience in a client support or internal sales role
2-5 years experience in the mutual fund/financial services industry
Position requires FINRA Series 7 and 63 registrations in accordance with Alger’s licensing policy
Excellent verbal and written communication skills
Experience with sales calls essential
Must meet required outbound call/contact activity levels as set by Manager and maintain approximately 8-10 quality contacts per day

Skills:

Proficiency in Microsoft Office products
Must have excellent follow-up skills
Experience with CRM system is required, Salesforce.com preferred
Comprehensive knowledge of mutual fund/financial industry products and services

Strong attention to detail with the ability to manage multiple tasks simultaneously

Salary Expectations: $80,000-85,000 base salary plus commission and discretionary bonus per performance

Alger is proud to be an E-Verify & Equal Opportunity Employer. It is Alger’s policy to provide equal employment opportunity to all employees and applicants for employment. No qualified applicant or employee of Alger shall be discriminated against in employment on the basis of race, national origin, ancestry, religion, gender (including gender identity and gender expression), mental or physical disability, age, sex, sexual orientation, genetic information, military or veteran status, or any other status protected by law (“Protected Characteristic”). This Policy applies to all terms, conditions, and privileges of employment, including but not limited to, hiring, compensation, benefits, promotion, and termination.

Note: This job description should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as may be required. The employer has the right to revise this job description at any time. This job description is not to be construed as a contract for employment.

Fred Alger & Company, LLC is an Equal Opportunity Employer

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