Job Details

Vice President, Structured Product Sales

Join to apply for the Vice President, Structured Product Sales role at Matthews Asia.

The Advisors Asset Management Structured Products Specialist will work within our Distribution Division in a team environment focusing on new and existing client relationships to increase sales among our growing product lines across all asset classes. This sales specialist position will require strong collaboration with our internal and external wholesalers and will also provide exceptional customer service and financial services advice to client firms and its advisors.

Territories Available: New England, Texas/Oklahoma

• Provides focused sales services to client firm representatives (financial advisors) in Structured Products (Market Linked Products).
• Educate Internal and External Wholesalers.
• Profile financial advisors to obtain information that will assist the client in reaching stated objectives.
• Wholesale and Distribute Structured Products to Broker Dealers & RIA's across the United States.
• Maintain current knowledge of all markets and AAM analytics and market commentaries.
• Work with Structured Products Trading & Origination to create new products and custom transactions for advisors.
• Securities research, economic reports, and trend forecasting.
• Create presentations to educate financial advisors on Market Linked CDs & Market Linked Notes.
• Using AAM provided tools, complete and present portfolio analytics to assist clients.
• Position client portfolios to capitalize on current and upcoming market cycle conditions.
• Provide exceptional customer service and financial services advice consistent with the client objectives.
• Meet stated production goals as determined by the Sales Manager; Phone, Email, Meeting & Conference Metrics.
• Ability to travel when needed.
• Work within a Team Territory at AAM by providing leads internally to help grow other products distributed by AAM.
• Work with AAM's Business Intelligence group to maximize your day to day process / task.
• Perform other job-related duties as assigned.

• Driven and goal-oriented, focused on success.
• Demonstrated abilities in time management; including managing multiple projects and meeting strict deadlines.
• Excellent communication and group presentation skills.
• Mathematical aptitude and skills.
• Strong interpersonal skills, ability to communicate at all levels of the organization and with individuals at remote locations.
• Proven experience working collaboratively, improving productivity, and implementing ideas.
• Experience with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), Power BI, Bloomberg.
• Internet, Salesforce & CRM application systems.

• 5 yrs+ experience in the Financial Services Industry, Financial Technology, Marketing, and Sales.
• Required Education: Bachelor's Degree or equivalent experience.
• Required Certifications: FINRA Series 7 & 66, but willing to sponsor for the right candidate.
• In depth knowledge of Structured Products and Fixed Income Sales.
• Strong Financial Markets acumen.

Established in 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals. Our results-oriented advisor-centric service model and industry experience differentiates us from the competition by adding real value to your financial services business.

For over 45 years, AAM has been a trusted resource for financial advisors and broker/dealers. The firm offers access to alternatives, exchange-traded funds, the fixed income markets, managed accounts, mutual funds, structured products, and unit investment trusts. AAM is a part of SLC Management, the institutional alternatives and traditional asset management business of Sun Life. AAM is a SEC registered investment advisor and member FINRA/SIPC.

For the one-year period ending December 31, 2024, AAM facilitated over $32 billion in combined sales and investments through 15,300 financial professionals industry-wide who accessed AAM's investment solutions platform.

AAM is a broker/dealer, member FINRA/SIPC and SEC registered investment advisor. For more information, visit www.aamlive.com.

Advisors Asset Management is an Equal Opportunity Employer and a participant in E-Verify.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Sales and Business Development
• Industries: Investment Management