The Relationship Manager, External Wholesaler, is responsible for new business development in the San Francisco region for both the Independent Broker Dealer and Wirehouse Channels. This person will be responsible for marketing a suite of fixed income, equity and global asset allocation funds and a suite of ETFs. The region includes Northern California, Oregon, Washington, and Alaska. The ideal candidate would reside in the San Francisco Bay Area.
Job Functions
Drive Net New Assets through proactive advisor engagement and relationship development
Represent DoubleLine products and strategies to advisors throughout territory
Develop an annual business plan detailing the necessary strategies, tactics, and resources to achieve stated objectives
Travel across a large territory 3-4 days per week
Develop, build and maintain relationships with key financial advisors within a focus list of clients and prospects
Track all meetings and sales events through CRM system (Salesforce.com)
Present pre-approved sales presentations in a highly professional manner to a variety of audiences
Maintain close working relationship with Advisor Consultant (Internal Wholesaler) and other key firm staff to promote sales activity and service clients
Keep abreast of the current economy, global markets, fund performance and future outlook