Position: Director of Marketplace Solutions
Department: Wealth Management
Location: Lenexa, KS/ Topeka, KS - Onsite
Overview:
We're looking for a vision caster ready to make their mark. This is a brand-new role on our team - which means you'll get the chance to shape it, define it, and truly make it your own. As our Director of Marketplace Solutions, you'll partner closely with our CIO to drive growth on our model marketplace platforms beyond the traditional AEWM channel. Your focus will be to recruit and support AE Investment relationship advisors at the highest level, while bringing fresh ideas and strategies to expand assets under management (AUM).
What you'll do:
- Recruit new advisors to the AE Investments platform while building strong, lasting relationships with prospects
- Identify and prioritize qualified contacts to grow the pipeline
- Execute marketing campaigns (email, webinars, mailings) to attract and engage advisors
- Proactively communicate new marketing, branding and sales strategies to advisor base
- Collaborate on new marketing opportunities, ideas and strategic plans
- Guide new advisors through onboarding and set them up for success on our marketplace platforms
Experience you'll bring:
- FINRA series 7/65/66 license
- 5+ years of Broker Dealer, Investment Management, and/or Registered Investment Advisor experience
- Investment product knowledge and understanding of financial planning, capital markets and compliance
- Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations
- Ability to write reports, business correspondence and procedure manuals
- Extensive communication and listening skills with the ability to articulate products and strategies
- Time management and ability to handle multiple tasks in a fast-paced environment
- Exceptional problem determination skills with a high attention to detail
Bonus Points:
- Bachelor's degree
- CFP, CFA, CIMA
What you'll get:
- Amazing benefits including medical, dental, vision and 401k (with matching options)
- Generous PTO package from your start date
- Access to an on-site cafe, gym and primary care
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
- Employee sponsored events...and more!
Who We Are:
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
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