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Artisan Partners

Global investment manager with active strategies

Associate Director - Intermediary Distribution

Field SalesConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • A bachelor's degree is required.
  • FINRA Series 7 and 63 licenses are required.
  • Two to five years of experience in intermediary distribution or wholesaling is required.
  • An interest in financial markets, investment products, and portfolio construction is required.
  • Strong analytical skills and attention to detail are required.
  • The candidate must be able to clearly articulate investment strategies.
  • The candidate must be able and willing to travel regularly throughout the South territory.

Responsibilities

  • Cultivate and maintain strong relationships with prospective and existing clients.
  • Initiate daily outbound calls to prospect and engage targeted financial advisors.
  • Collaborate with the regional team to develop and execute a strategic territory business plan.
  • Profile financial advisors to understand their business models and identify new investment opportunities.
  • Implement client retention strategies and support ongoing relationship management.
  • Maintain and update Salesforce with accurate and timely information.
  • Analyze sales reports using technology and AI-enabled tools to identify trends, uncover insights, and identify opportunities for growth.
  • Stay informed about industry developments, competitor activity, and market trends.
  • Travel within the territory to conduct in-person meetings and attend industry conferences.

Desired Qualifications

  • A CFA, CIMA, or CAIA designation is preferred, or an interest in pursuing a professional designation.
  • Candidates based in Georgia or Florida are strongly preferred.

About the Company

Artisan Partners

Global investment manager with active strategies

Artisan Partners is an independent investment management firm offering active investment strategies for institutional, professional, and individual investors worldwide. Its products are actively managed portfolios built from securities across asset classes and regions, aiming to outperform benchmarks. It differentiates itself through high-touch, tailored solutions for institutions and professionals, backed by a global platform and strong governance. Its goal is to deliver superior, risk-aware returns through disciplined active management.

Company size
201-500
Company stage
IPO
Headquarters
Milwaukee, WI
Founded
1994

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