O pozici
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. Each investment platform has dedicated teams with deep asset-class expertise, organized globally and committed to maximizing client benefit from their specialist areas.
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.
Co budeš dělat
- 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.
Koho hledáme
- 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.
Benefity
- Competitive Pay
- Bonus for Eligible Employees
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Paid Time Off starting at 160 hours annually for employees in their first year of service
- Ten (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 Dollars
- Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the t
