SVP, Regional Sales Mid Atlantic

Company Overview

Easterly Asset Management and its Strategic Partners provide private wealth and institutional investors with a portfolio of solutions across alternatives, active equity, and active fixed income. Founded in 2019, Easterly’s goal is to bring curated solutions to clients that make their portfolios better by partnering with trusted investment teams who have an established track record of delivering value to investors. Easterly enables high-performing managers to operate at scale by delivering best-in-class resources, risk management, operational support, infrastructure and an institutional and wealth distribution team. For more information, visit easterlyam.com.

Position Summary

Easterly is seeking an experienced sales professional with a strong track record of building new sales opportunities and servicing prospective and existing clients. This individual will leverage their proven cultivated network in the Mid-Atlantic region to generate sales with a focus on the US Wealth segments, including RIAs, financial advisors, sophisticated family offices and high net worth individuals. The position reports to the Head of Sales.

Primary responsibilities shall include the following:

·        Run the Mid Atlantic sales region, including New York, New Jersey, Pennsylvania, Delaware, Maryland, Washington, DC, cultivating new and existing relationships to drive net new assets

·        Demonstrate the ability to form positive relationships with prospects and clients

·        Deep knowledge and understanding across asset classes and ability to distill complex investment strategies into simple and articulate messages to advise US Wealth advisors  

·        Collaborate with internal stakeholders like portfolio managers to ensure alignment of clients’ objectives and goals

·        Conduct thorough meeting preparation, coordinating prep calls and managing the appropriate follow-up required to close sales.

·        Document all sales and client service activities in the firm’s CRM system, Salesforce

·        Knowledgeable of current market trends and the competitive landscape, and use that research and analysis to support messaging

·        Ability to prioritize and execute on multiple simultaneous priorities and initiatives

·        Thrive in a highly regulated environment that demands compliance oversight

Qualifications

The ideal candidate will have the following skills and experience:

·        Bachelor’s degree with strong academic performance

·        7-10 years of proven experience in investment sales is required.

·        Work independently with minimal guidance

·        Highly effective communicator with excellent oral, written, and interpersonal skills.

·        Initiative, drive, and ability to work under pressure to meet and exceed sales objectives.

·        FINRA Series 7 and 63 licensed

Easterly Asset Management provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identification, national origin, age, disability, genetics, or any other characteristic protected by federal, state or local law.