About this opportunity
Saturna Capital lists this Regional Manager opportunity in chicago, Illinois. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Saturna Capital is seeking an experienced Regional Manager to support the Sales team in the midwest. This position is responsible for generating sales of Saturna Capital-affiliated mutual funds by marketing to the American Muslim Community, providing financial planning, and offering separate accounts.
Location: Remote position/ Midwest territory/ Travel required
Expected Starting salary range: $75,000 - $95,000 annual base wage
Full range (with tenure): $75,000 - $125,000 annual base wage
Primary duties include:
Manage territory and generate sales to meet objectives
Determine key relationships and develop a plan to increase client AUM
Cross-sell Saturna services including retirement plans and trust services
Attend multiple weekend conferences throughout the year
Present technical product knowledge in an innovative way
Leverage CRM insights through HubSpot
Follow company policies regarding industry rules and regulations for securities and investment products
Required Education and Experience: Sales background required in mutual funds, separate accounts, or other financial industry products
Thorough understanding of values-based and sustainable investing strategies and products
FINRA SIE Exam, Series 7 and 66 licenses; existing holder of licenses or pass within six months of employment
Must be available for extensive travel and weekend work
Excellent written and verbal communication skills
Excellent presentation skills and closing skills
Bachelor's degree in finance or other related field
Working knowledge of or ability to speak Arabic and/or Urdu
Our Employee Benefits package includes: 100% company-paid medical premium for employees; High-deductible plan offers full family coverage at no cost to employee
Health Savings Account with employer contribution, Employee Assistance Program, regular Wellness activities
Supplemental insurance such as Long-Term Disability, Voluntary Life, Critical Illness
401k with generous match
Profit sharing and annual performance bonuses
11 personal and 10 vacation paid days off after first year of service
10 paid holidays (per NYSE holiday schedule)
Paid Parental and Bereavement leaves
Up to $2,000 per month in childcare/tuition assistance
Adult continuing education and professional development assistance
Home-buyer assistance program
Saturna Capital Corporation, established in 1989 in Bellingham, Washington, USA, is an independent, employee-owned investment advisor based in Bellingham, Washington, managing approximately $10 billion in assets for clients under management, providing investment advisory services to mutual funds, institutions, businesses, individuals, and endowments. Saturna Capital is adviser to the Amana Mutual Funds Trust, the oldest and largest family of funds in the US that follow principles of Islamic finance. Saturna Capital is also adviser to the US-based Saturna Funds.
We are an Equal Opportunity Employer and a Drug-free Workplace.
We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Worksite address
chicago, IL, 60290, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.