Job Title
Vice President, Advisor Sales Pax World Investments is seeking an experienced Vice President of Advisor Sales to lead our investment product wholesaling efforts in the Western Division serving Registered Investment Advisor, and Broker-Dealer and Wirehouse channels. Location: Western United States (California preferred) About Pax World Pax World Funds is a recognized leader in the rapidly growing field of Sustainable Investing – the full integration of environmental, social and governance (ESG) factors into investment analysis and decision-making. Having launched the nation’s first socially responsible mutual fund in 1971, we currently manage, as of October 30, 2009, approximately $2.4 billion in assets across seven mutual funds with plans to expand our offering in early 2010 through the introduction of a new series of funds as well as ETFs. Pax World Management Corp., investment manager of Pax World Funds, is a rapidly growing small company headquartered in Portsmouth, New Hampshire, with a friendly, collegial and growth-oriented professional work environment. Primary Responsibilities
• Apply proven wholesaling experience to develop and manage advisor relationships in the Western Sales Division
• Target top advisors, producers and branches within large geographic territory to create awareness of Pax’s offerings and drive sales
• Apply outstanding communication, time management and territory management skills to maximize effectiveness
• Under direction of Senior Vice President of Sales and Marketing, create sales territory plan detailing strategy to identify, develop, and close top opportunities
• Communicate and coordinate sales priorities with Marketing, Operations and other functional groups
• Maintain and update sales activity information for each quality contact in company CRM system to ensure production levels
• Represent company at industry forums and professional associations
• 40-60% travel Qualifications
• 5+ years proven wholesaling experience in the western US territory and ability to raise assets
• Expert knowledge of mutual funds and ETFs
• Ability to quickly learn and effectively communicate in-depth knowledge of Pax’s product offerings and investment strategies
• Expert knowledge and relationships of advisors in the Broker-Dealer and Registered Investment Advisor channels
• Outstanding time, territory management and communication skills
• High integrity, trustworthiness, and ethical standards
• Bachelors Degree required (MBA or higher education preferred)
• Series 7 and 63 licenses required
• Highly motivated and a team player
• Knowledge of and experience in socially responsible investing, related fields, or equivalent experience with NGOs, non-profits or social- or mission-driven organizations a plus Compensation
Competitive compensation and bonus opportunities commensurate with qualifications and performance Contact Information
To apply for this position, please submit your resume and cover letter via email to hr@paxworld.com with “VP Advisor Sales” in the subject line, or via mail to Pax World c/o Human Resources, 30 Penhallow Street, Suite 400, Portsmouth, NH 03801. No agencies or sales calls please. We are an equal opportunity employer committed to high standards of corporate social responsibility, both in our investment approach and in the manner we conduct our own business. Women and minority candidates are encouraged to apply for this position. |