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Frontier Asset Management, L.L.C. logo
Frontier Asset Management, L.L.C.

Wyoming-based asset manager. Helping financial advisors to grow and manage downside risk for their clients.

Regional Director

DirectorDirectorFull TimeRemoteLeadTeam 11-50Since 2000H1B No SponsorCompany SiteLinkedIn

Location

Colorado

Posted

104 days ago

Salary

$100K - $125K / year

Seniority

Lead

Bachelor Degree5 yrs expEnglish

Job Description

Regional Director

Frontier Asset Management, L.L.C.

• Work with RSC to actively develop relationships with existing or potential advisors • Attend and present at B/D conferences and events • Efficient use of technology including Salesforce, Pardot, Seismic • Present strategies in-person and through webcast and other sales tools • Update and maintain Salesforce CRM records of meetings • Maintain regional budget • Travel required 50-75% • Commitment to continuing education

Job Requirements

  • Bachelors degree REQUIRED
  • a minimum of 5 years investment wholesale experience
  • Proven industry-established sales record
  • Deep industry relationships, preferably in the IBD and RIA space
  • Strong organizational skills with the ability to manage multiple projects
  • Excellent written, oral and verbal communication
  • Strong computer skills including: SalesForce, Pardot, Microsoft Office, Zoom
  • Strong financial services knowledge
  • Series 65 and or CFP® preferred

Benefits

  • 3 weeks of earned Paid Time Off
  • Paid holidays
  • Health, Dental, Vision, and Life Insurance
  • 401(k)
  • Potential additional 4% Employer Match for a total of 8%

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