Business Description<\/span><\/b><\/p>
NCFAâs US Independent Wealth Advisory business manages the firmâs relationships with US retail investors and financial advisors. Representing a full suite of strategies â from SDBA, non\-proprietary ETFs and mutual funds to SMAs and sub\-advisory relationships â USIWAâs mandate is to deliver NCFA & Cyborg\-Advisors to advisors, retail, business owners and institutions. <\/span><\/p>
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Role Description<\/span><\/b><\/p>
NCFA Leaders in US Independent Wealth Advisory are responsible for accelerating the growth of NCFA & Cyborg\-Advisors. They will deliver deep ETF expertise to advisors, collaborating with other sales professionals to develop advisor relationships and drive NCFA & Cyborg\-Advisors results within a given channel and geography. The scope of their role will include 3 core elements: (1) Promote our On\-Plan Money Management program to RIAs & Independent Planners, (2) Promote Cyborg\-Advisors RIAs & Independent Planners (3) Broadly educate advisors through the presentation of NCFA & Cyborg\-Advisors content at RIA offices and industry events. The application of both technical ETF expertise and a strategic mindset will be critical for the success of this role. In addition to the core responsibilities, NCFA Leaders will seek to enhance Team member knowledge related to On\-Plan Money Management, Cyborg\-Advisors, and conduct regional events activities with market centers of influence.<\/span><\/p>
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Primary Responsibilities:<\/span><\/b><\/p>
⢠Deliver independent fiduciary and investment insights through portfolio construction<\/span><\/p>
conversations<\/span><\/p>
⢠Demonstrate mastery of our On\-Plan Money Management program, Cyborg\-Advisors and our<\/span><\/p>
entire non\-proprietary products with specialized focus on Cyborg\-Advisors<\/span><\/p>
⢠Collaborate with Team Members to optimally cover a given channel and\/or geography to<\/span><\/p>
accelerate the growth of On\-Plan Money Management and Cyborg\-Advisors.<\/span><\/p>
⢠Embrace data\-driven segmentation and sales processes as territory management tools<\/span><\/p>
⢠Identify the appropriate distribution levers to service and cultivate the best opportunities<\/span><\/p>
⢠Responsible for driving overall Cyborg\-Advisors results in geography (net flows, market<\/span><\/p>
share), leveraging teamed resources and technology <\/span><\/p>
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Skills and Qualifications:<\/span><\/b><\/p>
⢠Bachelorâs degree required (CFA, CFS, CIMA, CFP a plus)<\/span><\/p>
⢠Minimum 5+ years as an experienced ETF or mutual fund wholesaler (external), preferably<\/span><\/p>
with Independent Broker\-Dealers and Registered Investment Advisors<\/span><\/p>
⢠Strong financial services background with knowledge of investment trends and advisor<\/span><\/p>
practices (fixed income or factor\/quantitative investing knowledge a plus)<\/span><\/p>
⢠Exceptional verbal and written communication skills<\/span><\/p>
⢠Strong territory management skills, including profiling and resource deployment<\/span><\/p>
⢠NASD Series 7 and 66 (or 63 & 65) required<\/span><\/p>
⢠Clean U\-4<\/span><\/p>
⢠Full\-time travel is required<\/span><\/p>
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Email Resume to: ncfainc@me.com<\/span><\/p> <\/body> <\/html>"}}],"isMobile":false,"iframe":"true","jobType":"Full time","applyName":"Apply Now","zsoid":"643923534","FontFamily":"Verdana, Geneva, sans\-serif","jobOtherDetails":[{"fieldLabel":"Industry","uitype":2,"value":"Financial Services"},{"fieldLabel":"Work Experience","uitype":2,"value":"5+ years"},{"fieldLabel":"City","uitype":1,"value":"Atlanta"},{"fieldLabel":"State\/Province","uitype":1,"value":"Georgia"}],"headerName":"Regional Wholesaler","widgetId":"388888000000072311","isJobBoard":"false","userId":"388888000000143003","attachArr":[],"customTemplate":"3","isCandidateLoginEnabled":true,"jobId":"388888000000143080","FontSize":"12","location":"Atlanta","embedsource":"CareerSite","indeedCallBackUrl":"https:\/\/recruit.zoho.com\/recruit\/JBApplyAuth.do"}