Sr. Director, Intermediary Markets - Aegon AM

Posted:
9/19/2024, 5:00:00 PM

Experience Level(s):
Expert or higher ⋅ Senior

Field(s):
Sales & Account Management

Job Description Summary

Aegon Asset Management (Aegon AM) is a leading global investor. Our 385 investment professionals manage and advise on assets of US $341 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 1,160 employees work from 13 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.

Position Overview:

As a member of the AAM Strategic Partnerships team, this role is responsible for proactively establishing and maintaining business relationships with registered investment advisors (RIA), family offices (FO), and mutual fund sub advisory (MFSA), to drive product sales.

Job Description

Responsibilities:

  • 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.

 Required Qualifications:

  • 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, employees 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.

Job and compensation levels depend upon an applicant’s qualifications including the extent of candidate’s relevant experience and other job-related factors and will be determined by hiring supervisors/managers and HR.

At Aegon Asset Management, we are committed to fostering a diverse workforce and an inclusive culture. We are more than a global Asset Management firm – we are a people business, and we recognize that delivering excellent client outcomes comes from embracing diverse perspectives. We value diversity in the full range of human uniqueness without limitation including race, gender, ability, language, culture, beliefs, age, origin, background, perspectives and experiences.

We are open to considering flexible working practices. Please talk to us about what this means for you.

#LI-Remote

Why Work for Us

At Aegon Asset Management, we invest in You.

Our people are our greatest asset; with a competitive rewards program including incentive compensation, health and wellness benefits, retirement programs, and learning and development opportunities, our employees are engaged and empowered.  Come be a part of driving our success!

Equal Opportunity Employer:

AEGON USA Realty Advisors, LLC, is an Equal Employment Opportunity/ Affirmative Action Employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.

Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Aegon Companies. Please contact: [email protected] if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs.


Technical Assistance:

If you experience technical problems during the application process, please email [email protected].