Regional Sales Specialist – Model Portfolio Distribution

Drive growth of model portfolio offerings within a defined territory by owning client relationships for model-portfolio-centric advisors. Serve as the subject-matter expert on model portfolios and the broader landscape, qualify and develop new business opportunities, and coordinate sales activity across firm teams. Partner with portfolio construction, product strategists, marketing, and proposal teams to deliver compelling materials and relationship strategies, achieving regional sales targets while meeting evolving regulatory requirements.