Description
Boyd Watterson offers a highly competitive total compensation package. Our benefits include:
· Medical, Dental & Vision Plans
· Company paid Life Insurance
· Health Savings Accounts
· Flexible Spending Accounts
· 401(k) plus match
· Paid Time Off (PTO) and Holidays
Boyd Watterson is a dynamic company built around integrity and collaboration. We value the insights and perspectives of a broad, diverse group of individuals and believe that our collective success is dependent on an inclusive environment.
Company Overview
Boyd Watterson Asset Management, LLC is an independent investment advisor specializing in real estate, fixed income, and equity products. We provide investment solutions to a broad range of institutional clients and to high-net-worth clients, mainly through intermediaries.
Our investment strategies focus on stable income with a moderate risk profile. The real estate products are mainly delivered through private funds that primarily own and operate commercial buildings under lease to agencies of the US government, and state and local governments. Our fixed income and equity products are delivered through separately managed accounts, mutual funds, and intermediaries.
Requirements
The Opportunity
The Client Relationship Manager (CRM) is responsible for the distribution of Boyd Watterson Asset Management product solutions ~ Alternative Investments Real Estate and Fixed Income product offerings through financial advisors affiliated with wire houses and independent broker-dealers, RIAs or other assigned distribution networks. The CRM will conduct business from a regional office located within an agreed upon location to conduct office presentations, one-on-one meetings with financial advisors and client meetings to drive investment product sales. The position is a fast-paced, highly competitive, client-facing relationship sales role that is rewarded based upon consistent superior results.
Major Duties and Responsibilities:
· Develop and maintain profitable, productive relationships with Financial Advisors in assigned territory to capture sales and increase market share. Proactively seek and support the development of new initiatives within assigned territory to enhance Boyd Watterson success and market presence.
· Conduct one-on-one meetings, group presentations and client meetings/events. Deliver high-quality product knowledge, providing usable sales approaches/ideas and guiding the implementation of the sale with advisors and clients to get results.
· Develop solid working relationship with internal sales team through regular communication, on-going mentorship and training as well as delegation of responsibilities and the assurance of accountability for activity and results.
· Keeps abreast of industry/market trends and developments and maintains sound working knowledge of Carlyle's products and services.
· Develop and implement territory business plan
· Capture field activity and sales related data into CRM
Education, Skills, Personal Characteristics and Work Experience Requirements:
· Bachelor’s Degree (concentration in finance or business preferred)
· 7 plus years’ experience in sales that directly align with position objectives
· FINRA Series 7/6 & 63/65 required. CIMA, CAIA, or CFA required
· Must have experience working in the Financial Services industry with established relationships in the bank, broker-dealer and/or IBD, RIA & HNW channels
· Proficiency in Financial Services Sales, Wholesaling,
· Relationship Management
· Demonstrated track record of consistently meeting and/ or exceeding performance expectations
· Exceptional interpersonal, communication and presentation skills.
· Experience with tracking activity, CRM, pipeline management.
