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Client Portfolio Manager - RIA

Company: Pacific Life
Location: Newport Beach
Posted on: May 16, 2020

Job Description:

Client Portfolio Manager - RIA

Pacific Life is looking to invest in bright, agile new talent to ensure we continue to innovate and strengthen relationships with our policyholders. It s in this spirit that we are currently looking to add a skilled Client Portfolio Manager to our team.

As Client Portfolio Manager, you ll play a key role in Pacific Life s growth and long-term success by generating sales and building relationships in a defined geographic territory for the full suite of Pacific Funds products. You ll manage relationships across a broad set of financial professionals as you drive sales to achieve and surpass net and gross sales and activity goals for the territory on a monthly, quarterly, and annual basis.

You ll be expected to maintain in-depth knowledge of Pacific Fund s products, platforms, themes, initiatives, markets, strategies, and policies as well as those of its sub-advisors and client firms. If you have an advanced understanding of the financial advisory business, you re exactly who we re seeking. Technical capabilities aside, if you re a mission-driven self-starter with superior sales skills who s comfortable with ambiguity, and who thrives in a fast-paced, collaborative environment, you re a perfect fit for our team.

*This position is based remotely in the Midwest; must reside full time in territory hub or location agreed upon by Manager

What You ll Do

* Work with Pacific Funds management (specifically, Head of Distribution) to formulate, execute and accomplish a territory business plan that adheres to the guiding principles of keeping a long-term perspective and maintaining a consultative sales approach

* Maintain highest level of compliance with all industry, client firm, and Pacific Funds regulations

* Maintain strong working relationships with key internal stakeholders and foster a collaborativeapproach to client service with the goal of marshaling the appropriate resources at the appropriate time

* Develop a travel schedule that maximizes coverage in designated territory; schedule, conduct, and follow-up on activities based on agreed upon goals, including group, one-on-one, educational seminars and client entertainment

* Contact all top Financial Advisors on at least a quarterly basis

* Develop a productive working relationship with other significant producers and prospects in the territory

* Establish and maintain a productive working relationship with key regional contacts at focus firms; represent Pacific Funds as needed at national, regional, and local conferences and training events

* Provide feedback to Pacific Funds management on product demand, sales trends and client satisfaction

Factors for Success

* 5+ years of experience in the registered investment advisory space; 7+ years in a client facing role

* Bachelor s degree and Series 7, 63, and 65 licenses required; CFA highly preferred

* Proven track record of developing and monetizing strong relationships within the investment advisory market as well as the bank/trust market

* A commercial orientation, highly developed consultative sales skills and a history of successfully selling into the registered investment advisory space

* Excellent communication skills

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

Keywords: Pacific Life, Newport Beach , Client Portfolio Manager - RIA, Executive , Newport Beach, California

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