Regional Director (Greater Los Angeles)

Los Angeles, CA
October 07 2020
Manager, Sales, Wholesaler

Basic Purpose:

Responsible for representation of products distributed and marketed by Eaton Vance Distributors in assigned channel and territory.


Primary Responsibilities:

  • Develop and maintain sales programs with assigned intermediaries.
  • Identify client needs and coordinate efforts to service assigned intermediaries.
  • Conduct sales promotion and product training meetings for assigned intermediaries and existing or prospective mutual fund shareholders and/or clients.
  • Work in conjunction with an Internal Consultant to fulfill the business plan for the territory.
  • Submit call and expense reports in a timely manner
  • Participate in conference calls. 


Job Requirements:

  • Bachelor’s degree or equivalent.
  • Minimum 5 years financial services experience, with minimum 2 years of internal/outside wholesaling/sales experience.
  • FINRA Series 7, 79, 63 or 66 required. 
  • Strong communication and presentation skills.
  • Must be extremely motivated and have demonstrated sales success.
  • Must be comfortable with technology.

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