Regional Director/external Wholesaler

4 weeks ago

Vancouver, Canada Russell Investments Full time

Business Unit:
North America Advisor & Intermediary Solutions

**Job Description**:
Regional Director

Canada Advisor & Intermediary Solutions

Location: Vancouver

Role Summary

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.

The responsibilities of the individual in this position include:

- Develop a thorough understanding of the investment industry.
- Assist in identifying all 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 Associates with access to Investment Advisors and branches. Working closely with the other wholesalers, inside sales associates and coordinators to ensure that all Investment Advisors are receiving appropriate coverage through execution of the Territory Plan, regular team meetings to review progress and constant review of the Advisor database.
- Achieve Gross and Net Sales targets as established by National 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.
- Bachelor's degree required in Finance, Marketing, or related area.
- CSC and CFP or 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 behaviors.
- 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.

  • Regional Director/external Wholesaler

    2 weeks ago

    Vancouver, British Columbia, Canada Russell Investments Full time

    Business Unit:North America Advisor & Intermediary SolutionsJob Description:Regional DirectorCanada Advisor & Intermediary SolutionsLocation: VancouverRole SummaryThe 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...

  • Regional Director of Admissions

    2 weeks ago

    Vancouver, Canada CDI College Full time

    We are happy to say that we are looking for an experienced **Regional Director of Admissions **to join CDI College Regional team in** **BC! **Position Job Title**: Regional Director of Admissions **Location**:On site, on one of the BC campuses **Reports To**: Associate Vice President of Admissions **Job Status**: Full-time, permanent, must be eligible to...

  • Regional Director of Admissions

    2 months ago

    Vancouver, Canada Campus Support Full time

    Regional Director of Admissions (External Candidates Only) We are happy to say that we are looking for an experienced  Regional Director of Admissions  to join CDI College Regional team in BC !   Position Job Title: Regional Director of Admissions  Location: On site, on one of the BC campuses Reports To:  Associate Vice President...

  • Regional Director of Admissions

    2 months ago

    Vancouver, Canada Campus Support Full time

    Regional Director of Admissions (External Candidates Only) We are happy to say that we are looking for an experienced  Regional Director of Admissions  to join CDI College Regional team in BC !   Position Job Title: Regional Director of Admissions  Location: On site, on one of the BC campuses Reports To:  Associate Vice President...

  • Regional Director of Admissions

    2 months ago

    Vancouver, Canada Campus Support Full time

    Regional Director of Admissions (External Candidates Only) We are happy to say that we are looking for an experienced  Regional Director of Admissions  to join CDI College Regional team in BC !   Position Job Title: Regional Director of Admissions  Location: On site, on one of the BC campuses Reports To:  Associate Vice President...

  • Regional Director of Admissions

    4 weeks ago

    Vancouver, Canada Campus Support Full time

    Regional Director of Admissions (External Candidates Only) We are happy to say that we are looking for an experienced  Regional Director of Admissions  to join CDI College Regional team in BC !   Position Job Title: Regional Director of Admissions  Location: On site, on one of the BC campuses Reports To:  Associate Vice President...

  • Regional Director of Admissions

    4 weeks ago

    Vancouver, Canada Campus Support Full time

    Regional Director of Admissions (External Candidates Only) We are happy to say that we are looking for an experienced  Regional Director of Admissions  to join CDI College Regional team in BC !   Position Job Title: Regional Director of Admissions  Location: On site, on one of the BC campuses Reports To:  Associate Vice President...

  • Insurance External Wholesaler

    5 days ago

    Vancouver, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...

  • Regional Sales Director

    1 week ago

    Vancouver, British Columbia, Canada Monkbitt Consulting Full time

    Regional Sales Director (US North Eastern Region) + Hirgin now industry Be Limitless, Go Electric, High TorqueAbout Acel Power:ACEL Power is a trailblazer in marine innovation. Our vision is to be the global leader in marine electrification and digitalization. Voted as the most sustainable start-up in B.C. by New Ventures BC in 2022, we are committed to...

  • Internal Insurance Wholesaler

    1 week ago

    Vancouver, British Columbia, Canada Manulife Full time

    locations- Vancouver, British Columbia- Alberta, Full Time Remote- time type- Temps plein- posted on- Publié aujourd'hui- job requisition id- JR Nous sommes un fournisseur de services financiers qui s'emploie à faciliter les décisions de nos clients et de nos _collègues partout dans le monde et à les aider à vivre mieux. De nos initiatives...

  • Regional Vice President

    4 weeks ago

    Vancouver, Canada AGF Management Limited Full time

    We currently have an outstanding career opportunity for a truly dynamic and passionate individual to join our Sales team as a Regional Vice President (Wholesaler) based out of Vancouver. The Regional Vice President (Wholesaler) will be an energetic, motivated, and articulate team player who is excited to make an impact on AGF’s overall customer...

  • Portfolio Director, External Relations

    2 weeks ago

    Vancouver, Canada Michael Smith Health Research BC Full time

    **Michael Smith Health Research BC** Michael Smith Health Research BC, funded by the Government of British Columbia, is BC’s health research agency. We strengthen the province’s health research system by supporting the people, institutions and activities that generate and use research-based knowledge to promote, restore and maintain the health of...

  • regional sales director

    2 weeks ago

    Vancouver, Canada Ayming Canada.Inc Full time

    regional sales director Verified This job was posted directly by the employer on Job Bank. regional sales director Verified This job was posted directly by the employer on Job Bank. Posted onMay 30, 2024 by Employer details Ayming Canada.Inc Job details Education: Bachelor's degree. Work setting: Consulting firm. Tasks: Arrange training...

  • Director, Demand Planning

    1 week ago

    North Vancouver, Canada Arc'teryx Full time

    **Department**:Merchandise Planning & Allocations **Reports to**:Senior Director, Merchandise Planning **Location**:North Vancouver, BC, On-Site **Your Opportunity at ARC’TERYX**: The Director, Demand Planning leads a team of planners in enabling the organization to achieve its Long-Term Strategic Plan (LTSP). You develop the company’s demand plan and...

  • Regional Vice President

    1 week ago

    Vancouver, British Columbia, Canada AGF Management Limited Full time

    We currently have an outstanding career opportunity for a truly dynamic and passionate individual to join our Sales team as a Regional Vice President (Wholesaler) based out of Vancouver. The Regional Vice President (Wholesaler) will be an energetic, motivated, and articulate team player who is excited to make an impact on AGF's overall customer satisfaction....

  • Portfolio Director, External Relations

    2 weeks ago

    Vancouver, British Columbia, Canada Health Research BC Full time

    Michael Smith Health Research BCMichael Smith Health Research BC, funded by the Government of British Columbia, is BC's health research agency. We strengthen the province's health research system by supporting the people, institutions and activities that generate and use research-based knowledge to promote, restore and maintain the health of British...

  • Internal Insurance Wholesaler

    4 days ago

    Vancouver, Canada Manulife Full time

    locations- Vancouver, British Columbia- Alberta, Full Time Remote- time type- Temps plein- posted on- Publié aujourd'hui- job requisition id- JR24020552- Nous sommes un fournisseur de services financiers qui s’emploie à faciliter les décisions de nos clients et de nos _collègues partout dans le monde et à les aider à vivre mieux. De nos initiatives...

  • Regional Director

    1 month ago

    Vancouver, Canada MTCG & Associates Inc Full time

    This is a great opportunity for someone with your experience and background to play a critical role in our client company’s success. MTCG & Associates Inc. is a retained search practice involved in the recruitment of top talent in key leadership roles for our clients.Our client has a commitment to its people and clients, along with excellent quality of...

  • Regional Director

    1 month ago

    Vancouver, Canada MTCG & Associates Inc Full time

    This is a great opportunity for someone with your experience and background to play a critical role in our client company’s success. MTCG & Associates Inc. is a retained search practice involved in the recruitment of top talent in key leadership roles for our clients. Our client has a commitment to its people and clients, along with excellent quality of...

  • Regional Director

    1 month ago

    Vancouver, Canada MTCG & Associates Inc Full time

    This is a great opportunity for someone with your experience and background to play a critical role in our client company’s success. MTCG & Associates Inc. is a retained search practice involved in the recruitment of top talent in key leadership roles for our clients.Our client has a commitment to its people and clients, along with excellent quality of...