What are the responsibilities and job description for the Associate Director position at Opportunities?
Associate Director, Internal Sales
Charlotte, NC
Open to Remote
About WestEnd Advisors:
Founded in 2004, WestEnd Advisors is a Victory Capital Investment Franchise based in Charlotte, NC. Since 2016, WestEnd has grown from $2.5B to $26B in AUM across SMAs, active ETFs, and direct indexing strategies. With investment roots dating to 1996, WestEnd helps financial advisors navigate full economic cycles through a disciplined, top-down process that translates global macroeconomic analysis into actionable investment decisions. WestEnd looks to seek returns and manage risk across asset classes - U.S. equities, international equities, fixed income, and real assets – and we serve a broad network of wirehouse, regional, and independent firms through our institutionalized investment philosophy, a deeply experienced team, and a relentless commitment to advisor relationships.
About Victory Capital:
Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm. We serve institutional, intermediary, and individual clients through our Investment Franchises and Solutions Platform, which manage specialized investment strategies across traditional and alternative asset classes. Our differentiated approach combines the power of investment autonomy with the support of a robust, fully integrated operational and distribution platform. Clients have access to focused, top-tier investment talent equipped with comprehensive resources designed to deliver competitive long-term performance.
Victory Capital is headquartered in San Antonio, Texas. To learn more, visit www.vcm.com or follow us on Facebook, Twitter (X), and LinkedIn.
General Summary and Purpose:
As an Associate Director, you will be an integral part of a high-performing sales team helping accelerate growth for the firm. You will work closely with experienced external and internal Sales Directors and have direct engagement with WestEnd's investment team, giving you the context and confidence to drive meaningful conversations with financial advisors across multiple channels.
You Will:
- Proactively engage in outbound activities to develop sales pipeline, deepen existing advisor relationships, and close new business opportunities.
- Meet or exceed defined activity metrics and sales goals on a monthly, quarterly, and annual basis via virtual presentation webinars and client meetings.
- Work together with Directors (external sales) on territory management, meeting preparation, and follow-up activities.
- Collaborate with other Associate Directors (internal sales) to drive and execute sales campaigns to capture new growth opportunities across partner firms.
- Respond to advisor inquiries with timely information on investment strategies and market positioning.
You Have:
- Bachelor's degree with a minimum of 2 years of work-related experience. Preferably in sales, brokerage or asset management with familiarity with SMAs, ETFs, Mutual Funds, and/or Direct Indexing strategies.
- Highly motivated and results driven with effective sales communication skills.
- Thrives in a team environment with strong relationship building and a willingness to collaborate.
- Detail oriented with effective time management, organization, and a focus on constant execution.
- FINRA Series 7 and Series 63 & 65 (or ability to obtain within 90 days)
Target Compensation:
The target base salary range for this position is $85,000 - $100,000.
Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant’s skills and prior relevant experience, certain degrees, and certifications.
Victory Capital Management operates a pay-for-performance compensation philosophy and total compensation may vary based on role, location, department and individual performance.
Victory Capital Management’s total compensation package includes the opportunity for annual compensation bonuses and/or commissions and a generous benefits package.
Our Benefits:
Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.
We are committed to equal employment opportunity without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, height, weight, hair texture or a hairstyle historically associated with race to include braids, locks, or twists; or any other characteristic protected by applicable federal, state, or local laws and ordinances.