Regional Director/external Wholesaler

2 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.

  • Wealth Sales Director

    3 weeks ago

    Vancouver, Canada Sun Life Full time

    Wealth Sales Director (External Wholesaler) Join to apply for the Wealth Sales Director (External Wholesaler) role at Sun Life . You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share...

  • Wealth Sales Director

    3 hours ago

    Vancouver, Canada Sun Life Full time

    Wealth Sales Director (External Wholesaler) Join to apply for the Wealth Sales Director (External Wholesaler) role at Sun Life. You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share...

  • Wealth Sales Director

    3 weeks ago

    Vancouver, Canada Sun Life Financial Full time

    Wealth Sales Director (External Wholesaler) page is loaded## Wealth Sales Director (External Wholesaler)locations: Vancouver, British Columbia: Kelowna, British Columbiatime type: Full timeposted on: Posted Todayjob requisition id: JR00118309You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered...

  • Wealth Sales Director

    3 weeks ago

    Vancouver, Canada Sun Life Financial Full time

    Wealth Sales Director (External Wholesaler) page is loaded## Wealth Sales Director (External Wholesaler)locations: Vancouver, British Columbia: Kelowna, British Columbiatime type: Full timeposted on: Posted Todayjob requisition id: JR You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to...

  • Wealth Sales Director

    3 weeks ago

    Vancouver, Canada Sun Life Financial Full time

    Wealth Sales Director (External Wholesaler) page is loaded## Wealth Sales Director (External Wholesaler)locations: Vancouver, British Columbia: Kelowna, British Columbiatime type: Full timeposted on: Posted Yesterdayjob requisition id: JR You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and...

  • Wealth Sales Director

    3 weeks ago

    Vancouver, Canada Sun Life Financial Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

  • Director, Security Operations

    1 week ago

    Vancouver, British Columbia, VYG, Canada Current External Full time

    Role impact:The Director of Security Operations is a national leadership role responsible for the practical implementation of Cadillac Fairview's security strategy across various asset classes i.e., Office, Retail, Residential, Industrial. This position drives strategic alignment, standardization, and innovation to support regional and property level...

  • Global Wholesale Marketing Coordinator

    1 week ago

    Vancouver, Canada Herschel Supply Co. Full time

    **ABOUT HERSCHEL SUPPLY** Welcome to Herschel Supply, where we make quality products for a lifetime of better journeys. Designed with timeless form and intuitive function in Vancouver, Canada, every piece is backed by our signature warranty for wherever you're going next. Since 2009, we've never stopped taking risks. We're constantly innovating, growing...

  • Bilingual Internal Wholesaler, Affinity Markets

    23 hours ago

    Vancouver, Canada Manulife Full time

    Are you interested in joining a team that is recognized for innovation, excellence and industry-leading service? We are looking for an Internal Affinity Wholesaler to resource and partner with some of the brightest minds in our industry - read on for more details! The Manulife Affinity Markets Sales team, in collaboration with financial advisors across the...

  • Portfolio Director, External Relations

    5 days 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...