Aegon Asset Management (Aegon AM) is a leading global investor. Our 350 investment professionals manage and advise on assets of US $384 billion for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations.We organize our firm around four investment platforms: fixed income, real assets, equities and multi-asset & solutions, which includes a fiduciary and multi-manager business.We are an international business: Our 1,125 employees work from 14 locations across Europe, the Americas and Asia. We share a common belief in fundamental, research-driven active management, underpinned by effective risk management and a commitment to responsible investment.Position Overview:As a member of the Intermediary Distribution team representing Aegon Asset Management (AAM), this role is responsible for proactively establishing and maintaining business relationships with registered investment advisors (RIA), family offices (FO), and mutual fund sub advisory (MFSA), to drive product sales.Responsibilities:Drive sales of AAM products, within a defined geographic territory, through development and expansion of business relationships.Leverage a deep understanding of varying RIA, FO and MFSA business models to design sales strategies around each framework.Produce expected sales results and territory activity levels as defined by senior leadership.Collaborate with sales and client service professionals, portfolio managers, research analysts, product specialists and marketing associates.Position and differentiate AAM products against competitor firms/products.Maintain a log of activities and opportunities in the Salesforce system.Keep abreast of continuous developments in the economy and the financial services industry.Manage data privacy risks and ensure compliance with company policy regarding the processing of personal and/or other sensitive data.Qualifications:Bachelor’s degree in finance or related business field.Ten years of related sales experience.FINRA Series 7 and 63 (upon hire into this role, employee must obtain required licenses within 120 days; at the company’s discretion, employees will not be allowed to continue in role if required licenses are not obtained within 180 days).In-depth intermediary investment product knowledge.Proven results using a consultative sales process.Broad range of client contacts.Highly developed relationship management skills.Advanced presentation and communication skills.Attention to detail to document activities.Ability to work a high energy, collaborative and competitive environment.Proficiency using MS Office tools.Compensation Benefits:Competitive PayBonus for Eligible EmployeesBenefits Package:Pension Plan401k MatchEmployee Stock Purchase PlanTuition ReimbursementDisability InsuranceMedical InsuranceDental InsuranceVision InsuranceEmployee DiscountsCareer Training & Development OpportunitiesHealth and Work/Life Balance Benefits:Paid Time Off starting at 160 hours annually for employees in their first year of serviceTen (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays)Be Well Company holistic wellness program, which includes Wellness Coaching and Reward DollarsParental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care childAdoption AssistanceEmployee Assistance ProgramCollege Coach ProgramBack-Up Care ProgramPTO for Volunteer HoursEmployee Matching Gifts ProgramEmployee Resource GroupsInclusion and Diversity ProgramsEmployee Recognition ProgramReferral Bonus ProgramsAt Aegon Asset Management, we are committed to fostering a diverse workforce and an inclusive culture.Why Work for UsAt Aegon Asset Management, we invest in You. Our people are our greatest asset; with a competitive rewards program including incentive compensation, health and wellness benefits, retirement programs, and learning and development opportunities, our employees are engaged and empowered.
11 days ago