External Wholesaler - Regional Director (New York, NY)

Build Asset Management New York , NY 10001

Posted 1 week ago

About Us

The United States is facing a retirement crisis, with four out of five working Americans having less than one years income saved in retirement accounts[1]. This problem is approaching a tipping point, with 10,000 baby boomers retiring every day over the next 15 years. Whether through a lack of knowledge, a lack of the right investment products, or mistrust in the financial system, working Americans are at risk of not reaching their retirement goals. The retirement savings industry needs innovative investment solutions that inspire investor confidence and make it easy for employers to encourage savings habits that will pay off in positive retirement outcomes.

At Build Asset Management, LLC, our mission is to narrow the retirement shortfall by giving investors the tools they need to confidently save for retirement. To achieve this we are launching simple, risk-controlled investment solutions that allow investors to select their desired level of asset protection while pursuing upside potential. These solutions can be adjusted to match career stage and savings goals, keeping investors motivated to plan for the long-term and stay invested. We believe these products will give investors a higher degree of quality, confidence, and risk management than whats available in the industry today. If we succeed, investors will succeed, because they will have the tools they need to build towards a better retirementuntil its time to start living it.

Job Description

A professional and responsive Regional Director is critical to our growth strategy at Build. Regionally based throughout the country, Regional Directors will be the primary lens through which our clientele will view and interact with our organization. We are hiring for this position regionally, across the United States. The ideal candidate for this role is someone well-established in his or her region who has built a reputation within the local investment community, as an indispensable partner and resource to their clients. Our hiring team at Build is looking for candidates who have the skill-set to make an immediate and meaningful impact- in an organization where a truly entrepreneurial spirit is valued and welcomed.

Primary Responsibilities:

  • Properly position and market Builds brand and solutions to 401K-focused Financial Advisors (RIA, Independent, and Wirehouse firms), Consultants and Plan Sponsors, as well as Foundations/Endowments & HNW/Family Offices
  • Demonstrate a consultative sales approach for developing, maintaining (servicing) and growing a client-base with those who share Builds core values
  • Track record of success- measured in sales- showcasing the ability to effectively manage and consistently grow a territory
  • Schedule and conduct effective meetings with regularity in a wide variety of environments (including: across the desk office, groups, breakfasts/lunches/dinners, outside entertainment activities)
  • Develop creative ways to partner with Centers of Influence (industry & non-industry) and leverage those relationships to identify and pursue new opportunities and enhance existing ones
  • Exhibit high level of knowledge and comprehension surrounding the mechanics and inner workings of the Defined Contribution (retirement) market
  • Ability to deliver dynamic and impactful presentations to diverse sets of audiences with different levels of understanding on the subject matter (Consultants to Plan Participants)
  • Daily communication with Customer Success Associate (Internal Wholesaler) to coordinate sales efforts and strategies
  • Willingness to contribute ideas and collaborate with colleagues
  • Update and maintain Salesforce CRM with accurate and timely customer information
  • Maintain high level of customer satisfaction and trust via a responsive, resourceful, and friendly attitude

[1] National Institute on Retirement Security: https://www.nirsonline.org/reports/retirement-in-a...


Requirements & Qualifications

  • Bachelor of Arts or Bachelor of Science degree
  • Series 7, and 65 or 66 required
  • Minimum of 5 years external experience calling on market mentioned above
  • Provable established working relationships with our key focus clients
  • A passion for the industry and obsession for doing the right thing for the end investor
  • Regular to extensive travel required for most territories
  • Professional track record of insisting on high standards and paying attention to fine details
  • High emotional intelligence and ability to collaborate effectively with a distributed team from diverse backgrounds

Preferred Qualifications

  • Experience with bringing to marketing new investment strategies
  • Proficiency in Microsoft Office Suite and Salesforce.com or other CRM platform


New Your City.

Other Locations

We have positions currently open in Florida, Boston/New England, Philadelphia/New Jersey, Southern California, Northern California. We welcome applicants from all regions of the United States, but will prioritize the states listed above. As we expand to new regions we will contact applicants from other states.

Build Asset Management, LLC is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

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External Wholesaler - Regional Director (New York, NY)

Build Asset Management