Crossmark Global Investments

  Position Description/Background: A successful candidate will possess superior communication skills, solid organizational skills, strong analytical skills as well as a passion for developing impactful client relationships. They will have a clear understanding of the sales process, the ability to effectively prioritize and knowledge of the capital markets. They must be self-motivated and adhere to our Core Principles: Integrity, Commitment, Courage, Proficiency and Professionalism. Essential Duties and Responsibilities: Develop and maintain relationships with existing financial advisors in order to market Crossmark’s products, as well as identify new sales opportunities within their territory to meet sales goals Raise and retain assets within a geographic territory by making proactive phone calls to financial advisors to share sales ideas, provide product information, gather marketing data and offer sales support Deliver effective presentations to...

        Crossmark Global Investments is a faith-based investment management firm that provides a full suite of investment strategies to institutional investors, financial advisors, and the clients they serve. For over 30 years, we have delivered uniquely constructed products based on our proprietary, disciplined, and repeatable process. We are especially known for helping our clients align their investments with their values by creating socially conscious, responsible investment strategies.   Position Description/Background: In this role, the Regional Vice President (External Wholesaler) will be responsible for calling on financial advisors to drive sales and increase assets under management within their assigned territory through a consultative approach. A successful person will possess superior communication skills, solid organizational skills, strong analytical skills, as well as a passion for developing impactful advisor and client relationships. They will have...