Sammons Financial Group

Role Description Responsible for developing and implementing Sales and Marketing strategies within the established sales territory to promote, grow and increase the sales of Beacon Capital Management's (BCM) advice and services. Identify and develop relationships with targeted Registered Investment Advisors to successfully market and sell BCM's advice and services. What You'll Do In This Role - In conjunction with Sales Management, develop sales goals, business and marketing plans to grow sales, market share and increase visibility for BCM. - Partner with an Internal Wholesaler to jointly execute a focused plan to meet activity and sales goals. - Develop and maintain relationships with Registered Investment Advisors to grow sales. - Deliver presentations within established sales territory including continuing education programs, product training and value add training. - Manage territory effectively by building relations and coverage based on the greatest sales opportunity within the territory. - Provide education, sales leadership and relationship management for top advisors within established sales territory. - Manage all administrative aspects of the established sales territory according to company policies including travel and expenses, calendar and forward schedule, conference call participation, email retention and other requirements. - Act as a resource for sales training and BCM training to internal and external stakeholders. - Attend conferences as requested. - Maintain a positive image of the company in work actions and interactions with others serving as a representative of the organization. - Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity). - As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands. - Participate in other initiatives and/or projects as necessary. Qualifications - Bachelor's Degree in Communications, Marketing, Business or related field (Preferred) - 5-10 years' financial services sales experience, preferably previous wholesaling experience (Required) - Excellent presentation skills and public speaking skills - Strong people and relationship building skills - Proven interpersonal skills to allow for collaborative work effort - Demonstrated success in developing and executing sales plans - Ability to interact with all levels of internal and external resources, vendors as well as other departments - Strong problem solving abilities - Ability to effectively interface with senior management using high level of professionalism - Strong organizational skills with ability to manage territory - Series License-65 (Preferred) - 50% Travel within territory and to conferences Requirements - Criminal background check required. - This role will be subject to a SEC compliance program, which can include monitoring personal securities transactions, restrictions on outside business activities, as well as other oversight and restrictions. Benefits - Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance. - Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success. - Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k). - Work–life balance that means something: Friday afternoons off year-round, generous paid time off, and paid holidays. - Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs. - Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you. - An ownership culture that inspires; join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success. Work Authorization/Sponsorship At this time, we’re not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.) Additional Information Sammons Financial Group Is An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or any other characteristic protected by applicable law. Sammons Financial Group is committed to providing reasonable accommodations to qualified individuals with disabilities in all aspects of the employment process. If you need assistance or a reasonable accommodation at any stage of the application or hiring process, including navigating our website or applying for a position, please contact HR@sfgmembers.com or call 800-728-2987. Sammons Financial Group participates in E-Verify and will provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization. Sammons Financial Group maintains an internal Talent Acquisition function and does not accept unsolicited resumes or candidate submissions from search firms, staffing agencies, or other third-party recruiting vendors. Please review our Recruitment Agency Policy for additional information.

Role Description Under administrative direction, provides technical and architectural leadership on large and very highly complex projects that are multi-platform and/or cross enterprise or divisional functional areas. Top level technical expert in one or more highly specialized areas of applications systems analysis and programming. Responsible for project completion and end-user satisfaction. - Lead large and very highly complex projects that are multi-platform and/or cross enterprise or divisional functional areas. - Instruct, direct and check the work of other team members. - Collaborate with analysts, designers, and programmers in conceptualizing and development of new software programs, and applications and automated test scripts. - Perform technical tasks, detailed analyses, and interpretation of technical problems requiring expertise and/or specialized knowledge. - Exhibit expert understanding of the organization’s Systems Development Life Cycle. - Play a leading role in the definition, development, and documentation of software’s requirements, objectives, deliverables, and specifications. - Define software development project plans, including scoping, scheduling, and implementation. - Prepare and/or interpret business, functional, and non-functional requirements. - Develop, test, document and implement applications according to standards and methodologies. - Design, develop and test automation scripts. - Design, implement and maintain databases. - Plan, coordinate, and implement security measures to safeguard information resources. - Design, run and monitor software functional and performance tests. - Recommend, schedule, and perform software improvements and upgrades. - Must be on call during scheduled times and may be required to work for extended periods at night and on weekends. - Maintain currency of professional, technical and business skills. - Utilize established status report, time accounting and collaborative process to provide data for management. - Exhibit expert understanding of application, data, integration, security, operational, and systems management architectural and design domains. - Meet with decision makers, systems owners, and end users to define business requirements and systems goals. - Ensure compatibility and interoperability of in-house computing systems. - Review and analyze the effectiveness and efficiency of existing systems. - Create and describe system design and models utilizing commonly used industry mechanisms. - Perform cost-benefit and return on investment analysis for proposed systems. - Direct research on emerging application development software products, languages, and standards. - Liaise with company’s software and hardware suppliers for prompt rectification of any problems. - Take an active role in cross-departmental projects when needed. - Cultivate and disseminate knowledge of application development best practices. - Train, mentor, and provide guidance to junior software development staff. - Oversee the quality assurance of program logic, data processing, and error resolution. - Commitment to embrace Sammons Financial Group Companies shared values. - Regular attendance is required and expected. - Participate in other initiatives and/or projects as necessary. Qualifications - College Degree in the field of computer science, information science, management information systems Preferred. - Minimum 12 years' IT development experience or equivalent Preferred. - Experience as Technical Lead and/or Project Architect on very complex multi-subsystem solution delivery projects Preferred. - Effective verbal and written communications skills. - Problem solving skills sufficient to perform research and recommend a proposed solution to problems. - Able to work on multiple tasks and meet established deadlines. - Able to effectively direct and coordinate the work of other team members on a project. - Knowledge of computer programming languages as required for the system. Requirements - Criminal background check required. Benefits - Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance. - Competitive compensation with a performance-based incentive program. - 100% company-funded Employee Stock Ownership Plan (ESOP) and automatic enrollment in our 401(k). - Friday afternoons off year-round, generous paid time off, and paid holidays. - Paid development time, tuition reimbursement, and professional development opportunities. - Volunteer time off and company nonprofit matching gift program. - Values-driven workplace where employees take accountability and support one another.

What You Can Expect In This Role The Vice President (VP) of Structured Products is responsible for designing, marketing, implementing, and managing structured product solutions for institutional and wealth management clients. This role serves as a key bridge between institutional partners, internal teams-including sales, trading, project management, and product development-and clients to design customized investment solutions that align with client objectives while managing risk and regulatory requirements. The VP will drive the growth of the structured products business by identifying new market opportunities, developing marketing and distribution strategies, building client relationships, delivering product expertise, and collaborating with internal teams to deliver innovative structured investment products. What You'll Do In This Role • Product Structuring & Development • Design and structure customized structured products. • Develop new investment strategies and product structures to meet evolving client needs. • Work with trading and quantitative teams to determine pricing, payoff structures, and hedging strategies. • Client Coverage & Sales Support • Identify and act as a primary liasion with institutional partnerships; negotiate arrangements and growing structured product sales. • Partner with sales teams to originate structured product opportunities with financial advisors, institutional investors, wealth management platforms, and other key stakeholders. • Present structured product strategies and educate clients on product mechanics, risks, and performance scenarios. • Build and maintain relationships with structured product platform providers, Registered Investment Advisors (RIAs), broker-dealers, banks, and institutional investors. • Coordinate deal execution from structuring to issuance. • Liaise with legal, operations, product, project, and compliance teams to ensure timely and accurate launch of products. • Prepare term sheets, marketing materials, and client presentations. • Risk Management & Compliance • Evaluate market, credit, and liquidity risks associated with structured products. • Ensure compliance with Securities and Exchange Commission (SEC), Financial Industry Regulatory Authority (FINRA), and internal risk management guidelines. • Support surveillance and reporting requirements for structured notes activity. • Market Intelligence & Strategy • Monitor market trends and pricing to determine opportunities to grow structured product sales. • Identify opportunities to expand product offerings and distribution channels. • Provide strategic insights to senior leadership on the growth of structured products. • Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity). • As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands. • Participate in other initiatives and/or projects as necessary. What We're Looking For - Bachelor's Degree in Finance, Economics, Mathematics, or related field Preferred - MBA or advanced degree Preferred - Experience in capital markets, structured products, derivatives, or defined outcome products - Experience working with institutional or wealth management clients - Broad financial services experience - Expertise in structured product design, derivatives, and capital markets - Strong financial acumen, including pricing, profitability, and risk management - Proven ability to build and manage client relationships - Strong presentation and communication skills - Strong project management and execution capabilities, with the ability to manage complex transactions and multiple stakeholders - Strategic thinker with a demonstrated ability to drive product innovation - Advanced quantitative and analytical skills - Effective negotiation and influencing skills - Demonstrated leadership and ability to collaborate across cross-function teams - Commitment to values aligned with Sammons Financial Group Companies’ core principles - FINRA Series 6 or 7 - Series 65 or 66 Preferred - Series 24 or 26 Preferred Other Requirements • Due to the financial nature and level of accountability of this position, a credit and criminal background check is required - The Fair Credit Reporting Act requires Sammons Financial Group Companies to notify you that, as a routine part of processing this application for employment, Sammons Financial Group may request a consumer report on you to verify all information contained in this application. Such report may include information about work-related behaviors, performance, character, general reputation, and personal characteristics, in addition to information about your previous employment, education, credit history and criminal records • If the position is in the SIG business unit, Annuity New Business Securities team, or if we are holding securities licenses, FINRA regulations require fingerprinting for this position; if we are holding securities licenses, a credit check will also be required. Management reserves the right to determine and approve incumbent suitability for this position. What you can expect when you join Sammons Financial Group • Sammons Financial Group offers a competitive benefit package that includes: Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay. • Our Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan, so you can save for retirement without contributing a penny of your own paycheck. • Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays. • Our incentive program for defined goals subject to eligibility and performance. Monetary rewards are based on individual and/or overall company performance. • Colleagues who support one another, model our core values, and drive our healthy, high-performing culture. Salary Range Information USD $0.00 - USD $0.00 /Yr. Work Authorization/Sponsorship At this time, we’re not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)