Job summary
Job post source
This job is directly from Russell Investments
Job overview
The Associate Regional Director at Russell Investments focuses on acquiring, developing, and retaining assets by working with intermediary advisors to build stronger investment outcomes and consistent investment practices.
Responsibilities and impact
The role involves targeted outbound sales prospecting, relationship development through multiple communication channels, onboarding and training new partners, consultative business and investment solution activities, investment proposal generation, capital markets communication, data-driven advisor targeting, and up to 25% travel.
Compensation and benefits
The salary range is $60,000 to $65,000 USD, with additional sales incentives based on performance. Benefits include healthcare, retirement, vacation, wellbeing programs, and relocation assistance.
Experience and skills
Candidates should have a bachelor's degree in investment management, finance, or related fields, 3-5 years of client service or sales experience in investment management, preferred Series 7 and 66 licenses, strong consultative selling and relationship management skills, effective communication, organizational skills, and familiarity with Microsoft Office and CRM systems.
Work environment and culture
Russell Investments promotes equal employment opportunities and values diversity, inclusion, and a supportive work environment.
Company information
Russell Investments is a financial services company specializing in investment management and advisory solutions, committed to delivering competitive benefits and comprehensive training.
Team overview
The Associate Regional Director works closely with Regional Directors and other teams to provide a unified client experience.
Job location and travel
The position is based in Milwaukee with a hybrid work model and requires up to 25% travel.
Unique job features
The role offers comprehensive sales training, relocation assistance, and the opportunity to earn sales incentives based on various performance metrics.
Company overview
Russell Investments is a global asset management firm that specializes in multi-asset solutions, providing investment products and services to institutional investors, financial advisors, and individual investors. They generate revenue through investment management fees, advisory services, and trading commissions. Founded in 1936, the company has a rich history of innovation, including the creation of the Russell 2000 Index, which is a benchmark for small-cap stocks in the United States.
How to land this job
Position your resume to highlight your consultative selling skills, relationship management, and experience working with financial professionals, as these are core to the Associate Regional Director role at Russell Investments.
Emphasize your knowledge of investment management, financial concepts, and product expertise, along with your ability to use data and CRM tools to target and engage advisors effectively.
Apply through multiple channels including Russell Investments' corporate career site and LinkedIn to maximize your chances of being noticed for this role.
Connect with current employees in the North America Advisor & Intermediary Solutions division on LinkedIn; use ice breakers like referencing recent company initiatives, asking about the team culture, or inquiring about the onboarding process to start conversations.
Optimize your resume for ATS by incorporating key phrases from the job description such as 'consultative selling,' 'relationship management,' 'investment proposal generation,' 'Series 7 and 66 licenses,' and 'CRM experience' to improve screening success.
Use Jennie Johnson's Power Apply feature to automate tailored applications, identify optimal job posting sites, and find relevant LinkedIn contacts, freeing up your time to focus on interview preparation and networking.
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