Director, RIA & Bank Trust

We are currently seeking a sales professional focusing on the RIA and Bank Trust channel to join our growing team and business. This position will be a part of our Institutional Business Group. Our team collectively provides sales support and service to our institutional clients and prospects. The Director will partner with the head of the Institutional team to cover new and existing RIA’s and Bank Trust relationships across the US. The primary focus is distributing Madison’s funds, SMA’s, and active ETFs through this advisor channel. In addition, the Director will have an annual sales goal to strive to meet and exceed.Duties·        Frequent meetings with advisors and consultants to discuss investment strategy, capital markets, and the positioning of Madison investment products·        Identify, develop, and maintain new business sources for Madison Investments·        Effectively help organize a national footprint·        Develop a comprehensive knowledge of all Madison funds, SMA, and ETF strategies·        Partner with the team to develop a strategic approach to increasing assets in the territory·        Attend national conferences and marketing opportunities to represent Madison InvestmentsRequired Qualifications:·        10 years of experience in investment management sales or related financial services industry experience·        Preferred candidates must have previous experience covering RIA’s and/or Bank Trust channel ·        In-depth understanding of capital markets and a passion for the industry·        Excellent organizational skills and attention to detail·        Strong technological skills, including Microsoft office suite and Salesforce use·        Ability to work independently and travel extensively throughout the territory (50% expectation)Benefits·        Comprehensive Benefits: health insurance, profit sharing and 401k match·        Company Culture: collaborative, team-oriented, fast-paced, challenging and innovative·        Professional Development: training, advancement potential, cross-functional project opportunities RESUMES CAN BE SENT ELECTRONICALLY TO jobs.sales@

Created: 2025-01-20