Regional Director
4 weeks ago
Senior Talent Acquisition Partner at Russell Investments The Regional Director (RD) is responsible for leading the sales efforts of Russell Investments products in a designated area. The main purpose is to achieve specific sales targets from investment advisors within a defined territory. At Russell Investments, we pride ourselves in delivering a consultative sales approach when working with investment advisors and partnering with them to help grow their business. Responsibilities Develop a thorough understanding of the investment industry. Spend more than 50% of time increasing sales penetration significantly in the designated region by expanding coverage and deepening relationships with existing clients. Develop new relationships with Investment Advisors and service needs of existing clients by maintaining regular contact in one‑on‑one meetings, branch presentations, and virtual discussions. Identify opportunities to sell and promote Russell Investments products at the broker/dealer firm level within a sales territory. Deliver a high level of practice management advice to advisors through the Russell Advisory Services Group. Provide leadership to team members and support Russell Investments Associates with access to Investment Advisors and branches; work closely with other wholesalers, inside sales associates and coordinators to ensure coverage through execution of the Territory Plan and regular team meetings. Achieve Gross and Net Sales targets as established by the Sales Manager. Prospect and develop new Advisor relationships. Increase support among existing Advisors. Establish a consultative approach to sales. Provide leadership within the regional sales team. Provide direction to sales team to meet service needs of clients. Follow up as promised with accurate professional quality information. Establish deep relationships based on trust. Provide effective updates, including performance and management information. Qualifications Bachelor's degree required in Finance, Marketing, or related area. Certified Strategic Consultant (CSC) required. CFP, CFA, or CIM preferred. Minimum 5 years of experience in the financial industry with at least 5 years of successful sales experience in the investment management marketplace. Experience working with investment advisors with a strong understanding of the investor and advisor behaviours. Advanced consultative performance selling skills. Knowledge of the advisor community is essential. Working knowledge of Russell Investments’ business. Working knowledge of wealth management strategies. Excellent professional and interpersonal skills. Excellent presentation skills. Ability to direct regional sales teams. Effective written and oral communication skills. Ability to work well in a multidisciplinary team environment. Strong organizational skills with the ability to work on several projects simultaneously. Willingness to travel extensively. Fluency in Mandarin and Cantonese would be an asset. Seniority level Mid‑Senior level Employment type Full‑time Job function Sales and Business Development Industries Investment Management and Investment Advice #J-18808-Ljbffr
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