What are the responsibilities and job description for the Relationship Manager - South position at DOUBLELINE GROUP LP?
Job Details
Level: Experienced
Job Location: Tampa, FL - Tampa, FL
Education Level: 4 Year Degree
Salary Range: Undisclosed
Description
The Relationship Manager, Broker Dealer Southeast, is responsible for new business development for both the Independent Broker Dealer and Wirehouse Channels. This person will be responsible for marketing a suite of fixed income and equity mutual funds and ETFs. The Southeast region includes the states of AL, DC, FL, GA, NC, MD, MS, SC, TN, and VA.
Job Functions
- Develop an annual business plan and devise the necessary activity strategies, tactics and resources to achieve stated goals and objectives.
- Ability to 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.
- Meet with advisors and educate them on the DoubleLine Funds.
- Track all meetings and sales events through CRM system (Salesforce.com).
- Present pre-approved sales presentations in a highly professional manner, which can be adapted to a variety of audiences.
- Interact with Firm staff to coordinate client service and sales efforts.
- Keeps abreast of the current economy, global markets, fund performance and future outlook.
Qualifications
- Bachelor’s degree, preferably in marketing or a finance-related major
- Minimum of 5 years in the investment management industry and 3 years as an external wholesaler
- Series 7 and 63 licenses
- CFA, CIMA® or CFP® preferred
- Demonstrated success selling mutual funds, ETFs and alternative products
- Existing relationships within territory
- Knowledge of the investment management industry and key portfolio management concepts
- Understanding of various broker-dealer platforms