Senior Vice President, External Wholesaler

Position Type:
Full-time/Regular

Reports to:
National Sales Director

Job Location:
Telecommute / Home Office

Estimated Territories:
North Dakota, South Dakota, Minnesota, Wisconsin, Iowa, & Eastern Missouri

Sales:
IBD Channel

Position Overview
Under general direction with a high level of autonomy, creates new and manages existing relationships with regional wirehouses, financial advisors/brokers and agents to generate required production/sales revenue from firm’s investment products. Develops tactical plans and completes complex assignments with substantial latitude to sell financial products and generate revenue within assigned territory.

Essential Duties and Responsibilities
All areas of responsibility listed below are essential to the satisfactory performance of this position by any/all incumbents, with reasonable accommodation, if necessary. Any non-essential functions are assumed to be other related duties.

  • Work to increase sales within the region by developing and maintaining new and existing relationships with third party distributors which includes, regional broker/dealers, independent financial planners, registered investment advisors and banks.
  • Conduct the following programs to develop relationships and raise capital for Griffin sponsored offerings: meeting with advisors in territory, conducting client seminars, broker/dealer conferences and annual meetings, relationship building with sales management at key firms.
  • Work in coordination with internal sales partner, providing direction for outbound sales call campaigns and strategic territory coverage.
  • Respond to inquiries and resolve issues of a complex nature with key regional representative firms.
  • Maintain high activity level of face to face selling requiring multiple days a week in the field.
  • Assists with developing and implementing wholesaling business plans for the territory to deliver on sales goals.
  • Manages expense account within allotted budget.

Qualifications and Experience
The ideal candidate will have the following qualifications and experience:

  • Five or more year’s relevant experience within a REIT and/or investment environment. Interest and/or experience in the alternative investment space and/or independent Broker-Dealer channel preferred. Must have an in-depth knowledge of fund products; financial markets and competitive landscape; product performance and investment management philosophy.
  • Bachelor's degree (B. A.) from four-year college or university; or equivalent combination of education and experience.
  • Series 7 and 63 required
  • Strong sales abilities are required, evidenced by a track record of increasing new business and developing relationships. Must be able to use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals.
  • Basic knowledge of the Financial Services Industry and of REITs and other investment vehicles. Strong existing relationships with sales, business, product and research people among industry Tier 3 and 4 firms.
  • To perform this job successfully, an individual should be skilled at financial modeling in MS Excel including: firm understanding of various Excel functions and formulas, able to work with existing models and build custom analyses, and able to build meaningful graphic summaries.

To apply for this position, please email your resume to: ccalvert@griffincapital.com

Griffin Capital Corporation is an Equal Opportunity Employer.