CAREER OPPORTUNITY #:  5421

POSITION TITLE:  MANAGED ACCOUNTS SPECIALIST

DEPARTMENT:  MANAGED ACCOUNT SALES

POSITION SPECIFICATIONS:

-Bachelor degree required; Master degree, CFA, CFP, CIMA, or CIMC preferred

-Minimum 5-7 years outside sales experience preferred

-Minimum 3 years experience dealing with high net worth individuals and wire houses

-Previous experience marketing managed account products preferred

-Knowledge of financial markets, Federated’s products, and competitors’ financial products required

-Knowledge of asset allocation required

-Knowledge of managed account investment techniques and terminology preferred

-Must possess/obtain FINRA Series 7 and 66 immediately

MAJOR DUTIES:
-Follow-up on client and prospective client contacts to facilitate the sale of investment products
-Conduct systematic sales calls on clients and prospective clients to identify needs, explain Federated’s investment products and processes
-Develop marketing programs for existing clients to increase assets
-Coordinate internal support to further the sales process; i.e., Request for Proposals, final presentations, quarterly and annual client reviews, etc.
-Work closely with internal Federated departments (i.e., operations, legal, investment management, finance, product development) to assure proper client servicing
-Provide management with feedback on discussions with clients and prospects
-Conduct seminars, small group meetings, and one-on-one meetings with clients and advisors as needed
-Travel and irregular work hours are job requisites

HOURS/LOCATION:

-8:30 a.m. - 5:00 p.m. (Overtime as required)

-Territory - CO, UT, WY, MT, ND, SD, NB, KS, ID

-Location - Denver, CO

EXPLANATORY COMMENTS:

-Must be willing to travel extensively

-Must have excellent interpersonal and communication skills

-Must have superior presentation, organization and decision making skills

-Must have the ability to communicate and relate to high net worth investors

-Must possess/maintain a valid driver’s license