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About the Role
This role involves managing larger or more complex accounts through intermediaries, preparing and presenting sales training seminars, and developing sales programs to grow and service clients. You will also identify new sales opportunities, maintain awareness of industry trends, and provide coaching to junior staff.
Responsibilities
- Sell company products for larger or more complex accounts through one or more assigned intermediaries
- Be assigned primary or joint account management responsibilities for assigned territory
- Meet with clients to present investment reviews, discuss investment strategies, and to identify and respond to needs in an effort to improve client relationships
- Prepare and present sales training seminars with intermediaries to promote and develop sales opportunities
- Develop and implement sales programs and strategies for the growth and servicing of clients
- May supervise and oversee work activities of internal wholesaler position in assigned channel if appropriate, including evaluating performance and training needs, and recommending hiring, termination, and salary actions
- Generate new sales ideas, identify new sales opportunities, and launches new products
- Maintain awareness of competitive industry trends to provide technical investment information to clients
- Provide coaching and mentoring to lower level staff
- Carry out other duties as assigned
Requirements
- At least two years of field experience in financial services industry
- Bachelor’s Degree or equivalent required
- SIE, Series 6, 7 and 63 licenses required
- Excellent interpersonal skills with the ability to develop strategic business relationships
- Excellent public speaking and presentation skills
- Advanced knowledge of the company, including history, investment resources/team/style/process, and fund offerings
- Sophisticated knowledge of financial services industry and investment products in general, including stocks, bonds, funds, annuities, 401K plans, pension plans
- Strong organizational skills with the ability to manage multiple tasks simultaneously
- Ability to work and make decisions independently
- Excellent attention to detail and accuracy
- Intermediate to advanced computer skills including MS Word, Excel, PowerPoint
- Excellent verbal and written communication skills
- Willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities
- Understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role
Skills
- Interpersonal skills
- Public speaking
- Presentation skills
- Company knowledge
- Financial services industry knowledge
- Investment products knowledge
- Organizational skills
- Independent decision making
- Attention to detail
- MS Word
- MS Excel
- MS PowerPoint
- Verbal communication
- Written communication
Location
- Hybrid
Work Type
- Hybrid working
Experience Level
- At least two years of field experience
Education Level
- Bachelor’s Degree or equivalent
Salary/Compensations
- $90,000 - $100,000
Benefits
- Hybrid working and reasonable accommodations
- Generous Holiday policies
- Excellent Health and Wellbeing benefits including corporate membership to Wellhub
- Paid volunteer time
- Support to grow through professional development courses, tuition/qualification reimbursement and more
- Maternal/paternal leave benefits and family services
- Unique employee events and programs including a 14er challenge
- Complimentary beverages, snacks and all employee Happy Hours
- Annual discretionary bonus award from the profit pool
- Competitive compensation
- Pension/retirement plans
- Various health, wellbeing and lifestyle benefits
About the Company
- A career at Janus Henderson is more than a job, it’s about investing in a brighter future together.
- Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.
- Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust
Equal Opportunity
- Janus Henderson Investors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
- All applications are subject to background checks.