About Victory Capital:
Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm. We serve institutional, intermediary, and individual clients through our Investment Franchises and Solutions Platform, which manage specialized investment strategies across traditional and alternative asset classes. Our differentiated approach combines the power of investment autonomy with the support of a robust, fully integrated operational and distribution platform. Clients have access to focused, top-tier investment talent equipped with comprehensive resources designed to deliver competitive long-term performance.
Victory Capital is headquartered in San Antonio, Texas. To learn more, visit www.vcm.com or follow us on Facebook, Twitter (X), and LinkedIn.
General Summary and Purpose:
Work internally to support all of Intermediary Distribution with digital prospecting and sales support including periodic visits to the field.
You Will:
- Source and distribute actionable leads to wholesalers based on current takeaway opportunities. Leverage solutions that include Broker Dealer Data Packs, Walletshare, Fintrix, Discovery Database, Opportunity Hunter, Power BI, Broadridge etc.
- Provide notifications for sales teams that identify takeaway opportunities including info on “what to talk about”
- Help with business and pipeline development of all product lines including: Mutual Funds, ETFs, SMA, and CIT
- Provide fund insight and ideas to the sales force on areas of competitive advantage (funds, firms, branches, platform and advisors)
- Regularly scheduled meetings/calls with external and internal wholesalers
- Ensure the tools we develop to increase efficiencies are used at the appropriate levels through training
- Improve advisor targeting and segmentation
- Analyze flow information and competitive analysis created by internal performance data team and combine with 3rd party data to enhance sales strategy
- Analyze results of newly implemented strategies and monitor progress
- Build out combined prospecting and intelligence capabilities for more autonomous insight
- Attend appropriate industry events, trade conferences and client functions
- Collaborate with marketing on marketing campaigns
- Collaborate with all departments within Intermediary Sales including: Retail, RIA, DCIO, National Accounts and Offshore.
In addition, the candidate will have responsibility to make recommendations on sales strategies: who to target, what fund to talk about and why across all geographic pockets of an RSDs territory. Travel will vary but will include industry events and wholesaler & firm events. The candidate will also collaborate with key stakeholders and provide strategic insights and direction.
You Have:
- Bachelor Degree in Business, Finance or related field.
- 5+ years of Asset Management experience.
- Licenses preferred – series 7 and 63.
- Strong understanding of the marketplace, financial markets, investment products, attribution analysis and product positioning
- Sales background preferred (Internal Wholesaler)
- Keen handle on competitive marketplace covering the range of products from fundamental asset classes to alternatives.
- Ability to work under pressure and to meet precise deadlines.
- Must maintain up to date knowledge of most recent industry developments.
- Ability to turn sales concepts into actionable leads.
- Strong analytical skills.
- Strong Excel skills needed, Power BI familiarity preferred
- Effective communication skills and the ability to take complex financial information and convey it in a succinct and understandable way.
- Team player who is able to share ideas and add value to the group.
- Coachable – able to work closely in a 1:1 environment with an RSD and to take direction.
- Proficiency in project management.
Our Benefits:
Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.
Target Compensation:
The target base salary range for this position is $125,000 - $175,000.
Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant’s skills and prior relevant experience, certain degrees, and certifications.
Victory Capital Management operates a pay-for-performance compensation philosophy and total compensation may vary based on role, location, department and individual performance.
Victory Capital Management’s total compensation package includes the opportunity for annual compensation bonuses and/or commissions and a generous benefits package.
We are committed to equal employment opportunity without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, height, weight, hair texture or a hairstyle historically associated with race to include braids, locks, or twists; or any other characteristic protected by applicable federal, state, or local laws and ordinances.
