Skills

Asset Managementunmatched

Brokerageunmatched

Communication Skillsunmatched

Customer Relationsunmatched

Customer Relationship Management (CRM) Systemsunmatched

Customer Support/Serviceunmatched

Financial Planningunmatched

Financial Servicesunmatched

Fixed Income Investmentsunmatched

Forecastingunmatched

Interpersonal Skillsunmatched

Investment Managementunmatched

Market Analysisunmatched

Mathematicsunmatched

Metricsunmatched

Microsoft Excelunmatched

Microsoft Officeunmatched

Microsoft Outlookunmatched

Microsoft PowerPointunmatched

Microsoft Wordunmatched

Multitaskingunmatched

Mutual Fundsunmatched

Portfolio Analysisunmatched

Power BIunmatched

Presentation/Verbal Skillsunmatched

Productivity Managementunmatched

Project/Program Managementunmatched

Registered Investment Advisor (RIA)unmatched

Relationship Managementunmatched

Revenue Growthunmatched

Salesunmatched

Sales Managementunmatched

Salesforce.comunmatched

Securitiesunmatched

Securities and Exchange Commission (SEC)unmatched

Series 7unmatched

Stock Marketunmatched

Time Managementunmatched

Trend Analysisunmatched

Wholesale Industryunmatched

Willing to Travelunmatched

Description

Vice President, Structured Product Sales

The Advisors Asset Management Structured Products Specialist will work within our Distribution Division which will be a team environment focusing on new and existing client relationships to increase sales among our growing product lines across all asset classes. This sales specialist position will require strong collaboration with our internal and external wholesalers and will also provide exceptional customer service and financial services advice to client firms and its advisors.

Territory Available (must reside in territory): Southern California

Compensation: Base + Commission; estimated total compensation range $250,000-$300,000 annually

ESSENTIAL RESPONSIBILITIES:

Provides focused sales services to client firm representatives (financial advisors) in Structured Products (Market Linked Products)
Profile financial advisors to obtain information that will assist the client in reaching stated objectives
Wholesale and Distribute Structured Products to Broker Dealers & RIA’s across the United States
Maintain current knowledge of all markets and AAM analytics and market commentaries
Work with Structured Products Trading & Origination to create new products and custom transactions for advisors
Securities research, economic reports, and trend forecasting
Create presentations to educate financial advisors on Market Linked CDs & Market Linked Notes
Using AAM provided tools, complete and present portfolio analytics to assist clients
Position client portfolios to capitalize on current and upcoming market cycle conditions
Provide exceptional customer service and financial services advice consistent with the client objectives
Meet stated production goals as determined by the Sales Manager; Phone, Email, Meeting & Conference Metrics
Travel Required 50-75%
Work within a Team Territory at AAM by providing leads internally to help grow other products distributed by AAM
Perform other job-related duties as assigned

QUALIFICATIONS:

Driven and goal-oriented, focused on success
Demonstrated abilities in time management; including, managing multiple projects and meeting strict deadlines
Excellent communication and group presentation skills
Mathematical aptitude and skills
Strong interpersonal skills, ability to communicate at all levels of the organization and with individuals at remote locations
Proven experience working collaboratively, improving productivity, and implementing ideas
Experience with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), Power BI, Bloomberg
Internet, Salesforce & CRM application systems

EDUCATION and/or EXPERIENCE:

5 yrs+ experience in the Financial Services Industry, Wholesale Distribution, or Relationship Management
Required Education: Bachelor’s Degree or equivalent experience
Required Certifications: FINRA Series 7 & 66
In depth knowledge of Structured Products and Fixed Income Sales
Strong Financial Markets acumen

With roots dating back to 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals. Our results-oriented advisor-centric service model and industry experience differentiates us from the competition by adding real value to your financial services business.

The firm offers access to alternatives, exchange-traded funds, the fixed income markets, managed accounts, mutual funds, structured products, and unit investment trusts. AAM is a part of SLC Management, the institutional alternatives and traditional asset management business of Sun Life. AAM is a SEC registered investment advisor and member FINRA/SIPC. Registration does not imply a certain level of skill or training.

As of March 31, 2026, the brokerage and advised business at AAM represents approximately $12.7 billion in assets. (Assets under supervision represent $6.6 billion in UIT assets. The firm has $3.9 billion in assets under administration that represents the non-proprietary assets for which AAM provides various levels of service, but not investment management. The firm's $2.2 billion in assets under management represents AAM's proprietary separately managed account, mutual fund and ETF assets.

AAM is a broker/dealer, member FINRA/SIPC and SEC registered investment advisor. For more information, visit www.aamlive.com.

Advisors Asset Management is an Equal Opportunity Employer and a participant in E-Verify.

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